Morgan Stanley
Registered Client Service Associate
$34K–$90K
Laguna Niguel, California · 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 day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing and transaction processing.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding, documentation, and order entry in a clerical capacity as directed.
- Help clients use digital tools and support advisor business plans, marketing, and service models.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and office support.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, writing, interpersonal, client service, and time management skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$34,320.00 and $90,000.00 per year USD base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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