Morgan Stanley
Registered Client Service Associate
$35K–$90K
New York, New York · On-site · Full-time · Posted Aug 19, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors by managing client service, account operations, transactions, and administrative and business-development activities.
What you'll do
- Maintain client relationships, respond to requests, resolve inquiries, and onboard and service client accounts.
- Process client-authorized transactions and orders; prepare financial plans and client materials, and review account alerts.
- Support Financial Advisors with business planning, marketing, client events, training, and daily administrative duties.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge.
- Strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Pay
$35,360 - $90,000 per year (base salary)
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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