Morgan Stanley
Registered Client Service Associate
$34K–$90K
Oxnard, California · On-site · Full-time · Posted Oct 28, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client account service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams.
What you'll do
- Handle client service needs, including account inquiries, money movement, account onboarding, and clerical order entry.
- Support client relationships and team business plans, including digital tools, marketing, and keeping current on policies and platforms.
- Manage administrative tasks such as calls, calendars, travel, expenses, and document support.
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).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$34,320.00 and $90,000.00 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative