Morgan Stanley
Senior Registered Client Service Associate
Atlanta, Georgia · On-site · Senior · Full-time · Posted Oct 21, 2026
- Experience
- At least 5 years of industry experience; demonstrated strong performance in current role for the prior 2 years, if applicable.
- 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, assisting with client relationships, account needs, transactions, and team operations.
What you'll do
- Support client relationships, account onboarding and maintenance, money movement, and clerical order entry.
- Answer client questions, explain account information, and help clients use digital tools.
- Coordinate calls, calendars, meetings, 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).
- High School Diploma/Equivalency.
- At least 5 years of industry experience.
- Demonstrated strong performance in current role for the prior 2 years, if applicable.
Nice to have
- College degree.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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