Morgan Stanley
Registered Client Service Associate
Boca Raton, Florida · On-site · Full-time · Posted Sep 23, 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 assistance, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships, account inquiries, money movement, account onboarding, and order entry as directed.
- Help clients use digital tools and assist advisor teams with service plans and marketing activities.
- Handle calls, calendars, meeting logistics, travel, expenses, and general office support.
What they ask for
- 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).
- Strong organizational, interpersonal, writing, client service, and time-management skills.
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