Morgan Stanley
Registered Client Service Associate
Lafayette, Louisiana · On-site · Full-time · Posted May 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 and teams, including account servicing, transactions, onboarding, and coordination of office activities.
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 advisors.
- Assist clients with digital tools and support advisor teams’ business plans, marketing, and client service models.
- Handle calls, calendars, meeting logistics, travel itineraries, expense reports, 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