Morgan Stanley
Registered Client Service Associate
Scottsdale, Arizona · On-site · Full-time · Posted Aug 10, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, client communications, and transaction support.
What you'll do
- Support client relationships and account needs, including money movement, account information, onboarding, and documentation.
- Answer client calls and support digital tools, service requests, and order entry as directed by the advisor or team.
- Manage administrative tasks such as calendars, meeting logistics, travel itineraries, expense reports, and 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, Zoom
Model-written summary · the original posting is authoritative