Morgan Stanley
Registered Client Service Associate
Dallas, Texas · On-site · Full-time · Posted Oct 6, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides daily client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships and handle account service needs, including money movement, account information, documentation, and order entry as directed.
- Onboard and maintain client accounts, educate clients about digital tools, and support team marketing and business plans.
- Manage administrative tasks such as calls, calendars, travel, expense reports, and general office support.
What they ask for
- High School Diploma/Equivalency
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Knowledge of financial services products
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Nice to have
- College degree
- Two or more years of industry experience
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative