Morgan Stanley
Registered Client Service Associate
$33K–$90K
Lawrenceville, New Jersey · On-site · Full-time · Posted Sep 29, 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 and relationship support.
What you'll do
- Handle client account servicing, including money movement, account information, onboarding, documentation, and order entry as directed.
- Support client relationships and advisor business activities, including digital-tool guidance, marketing support, and keeping current with policies and platforms.
- Perform administrative tasks such as calls, calendar coordination, travel arrangements, 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.
Pay
$33,113 and $90,000 per year (base salary).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative