Morgan Stanley
Registered Client Service Associate
$35K–$90K
San Francisco, California · On-site · Full-time · Posted Sep 23, 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 client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling account needs and day-to-day operations.
What you'll do
- Support client relationships and account servicing, including money movement, account information, onboarding, and documentation.
- Handle client calls, digital tool support, and clerical order entry as directed by the advisor or team.
- Provide administrative support such as calendar coordination, travel itineraries, expense reports, and office tasks.
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
$35,152.00 and $90,000.00 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative