Morgan Stanley
Registered Client Service Associate
$34K–$90K
Irvine, California · On-site · Full-time · Posted Aug 4, 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, onboarding, and scheduling.
What you'll do
- Handle client service needs, account information requests, money movements, and order entry as directed by clients or advisor teams.
- Onboard and maintain accounts, collect documentation, and help clients use digital tools.
- Support advisor teams with calls, calendars, travel and expense administration, and office tasks.
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
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