Morgan Stanley
Registered Client Service Associate
Houston, Texas · On-site · Full-time · Posted Aug 20, 2026
- Experience
- Two or more years of industry experience preferred.
- 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, transactions, onboarding, and office coordination.
What you'll do
- Support client relationships by handling account inquiries, money movement, account onboarding, documentation, and order entry at the direction of clients or advisor teams.
- Educate or enroll clients in digital tools and help advisor teams deliver their business plans and marketing strategies.
- Coordinate calls, calendars, meeting logistics, travel, expenses, and general office support.
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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative