Morgan Stanley
Registered Client Service Associate
$25K–$83K
New Haven, Connecticut · 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.
- 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
- Handle client account service requests, money movement, account information, documentation, and order entry as directed by clients or advisor teams.
- Support client onboarding and relationships, including helping clients use digital tools and assisting with team marketing and business plans.
- Provide administrative support such as calls, calendar coordination, travel itineraries, expense reports, and office tasks.
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, prioritization, communication, interpersonal, and client service skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
USD 24,960 to USD 83,000 annual salary (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative