Registered Client Service Associate

@ Morgan Stanley

Position Summary

The Registered Client Service Associate provides exceptional service to our clients while supporting Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. In this role, you will build trusted relationships through regular interactions with clients and lead with a client-first mindset, demonstrating strong interpersonal skills to assist with everyday client needs.

Duties and Responsibilities

Client Support:

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions at client or team request.
• Answer general non-investment related client account questions.
• Enter profile information and pre-fill account documentation.
• Educate and enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts collecting necessary documentation.
• Provide detailed account information regarding investments, risk tolerance and objectives.
• Accept and enter orders in a clerical capacity per direction.
• Support marketing strategies including website maintenance.
• Assist teams in meeting business plans and client service models.
• Stay updated on policies, procedures, and new platforms.
• Participate in training, special projects and other duties as directed.

Administrative Support:

• Handle inbound/outbound calls and service request updates.
• Manage calendars, schedule meetings, and coordinate logistics.
• Maintain travel itineraries, expense reports and reimbursement processes.
• Perform in-office support functions such as copying, filing, and scanning.
• Prepare and submit expense reports for processing.

Qualifications

A High School Diploma or Equivalency is required; a college degree is preferred. Active Series 7 (GS), and Series 66 (or Series 63 and Series 65) are required alongside two or more years of industry experience. A strong understanding of various financial products, advanced Microsoft Office skills, exceptional writing, interpersonal, and client service skills are essential.

About Morgan Stanley

Morgan Stanley has over 89 years of excellence in servicing clients globally. The firm emphasizes values such as putting clients first, integrity, diversity, and excellence in both their service and internal culture. Employees are supported by comprehensive benefits and ample growth opportunities across a global network of offices.

Key skills/competency

• Client Service
• Financial Products
• Transaction Processing
• Administrative Support
• Digital Tools
• Microsoft Office
• Calendar Management
• Team Collaboration
• Organizational Skills
• Communication