Morgan Stanley
Registered Client Service Associate
$72K–$85K
Santa Rosa, California · On-site · Full-time · Posted Oct 19, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and client communications.
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.
- Educate or enroll clients in digital tools and help advisors deliver their business plans and service models.
- Manage administrative tasks such as calls, calendars, meeting logistics, travel itineraries, and expense reports.
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, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
USD $72,200 to $85,000 per year base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative