Morgan Stanley
Registered Client Service Associate
Scottsdale, Arizona · On-site · Full-time · Posted Aug 21, 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, client communications, and office coordination.
What you'll do
- Support client relationships and handle account servicing, money movement, account onboarding, and clerical order entry as directed.
- Respond to client calls and questions, provide account information, and help clients use digital tools.
- Coordinate calendars, meetings, travel, expense reports, and general office administration.
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.
- 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