Morgan Stanley
Registered Client Service Associate
$50K–$85K
Sacramento, California · On-site · Full-time · Posted Sep 16, 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 client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and scheduling.
What you'll do
- Respond to client service needs, process money movement and orders, and support account onboarding and maintenance in a clerical capacity.
- Answer calls, coordinate calendars and meetings, and handle travel, expense, and general office support.
- Support advisor client relationships, marketing, business plans, and client use of digital tools.
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.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$50,000.00 and $85,000.00 per year USD base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative