Morgan Stanley
Registered Client Service Associate
West Palm Beach, Florida · On-site · Full-time · Posted Aug 10, 2026
- Experience
- At least 5 years of industry experience; demonstrated strong performance in current role for the prior 2 years, if applicable.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transaction processing, onboarding, and coordination.
What you'll do
- Support client relationships by handling account inquiries, money movement, account documentation, and digital tool enrollment.
- Assist with account onboarding and maintenance, clerical order entry, and advisor marketing and business plans.
- Provide administrative support, including calls, calendar coordination, travel, 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).
- At least 5 years of industry experience.
- Demonstrated strong performance in current role for the prior 2 years, if applicable.
- High School Diploma/Equivalency.
Nice to have
- College degree.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative