Registered Client Service Associate

Morgan Stanley; Jericho (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. The role involves building client relationships, managing service requests, and performing administrative tasks. Candidates should have strong communication skills, relevant licenses, and a commitment to client service excellence.

Benefits

Competitive compensation

Benefits package

Culture of integrity and excellence

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required.
• Two+ years industry experience preferred.
• Knowledge of financial products is essential.

Responsibilities

• Support FAs/PWAs in cultivating and enhancing client relationships.
• Handle inbound/outbound calls regarding service requests.
• Manage calendars and coordinate meetings.

Skills

Customer Service

Communication

Organizational Skills

Multitasking

Education

High School Diploma/Equivalency

College Degree (preferred)

Tools

Microsoft Office

Job description

Join to apply for the Registered Client Service Associate role at Morgan Stanley.

Position Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams daily. They build trusted relationships through regular interactions, leading with a client-first mindset, strong interpersonal skills, and the ability to assist clients with their needs.

Duties and Responsibilities

Client Support

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer non-investment related questions about client accounts, relay stock positions, provide account balances.
• Enter profile information or pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools like MSOnline, eSign, eAuthorization.
• Onboard and maintain client accounts, collect information and documentation.
• Provide clients with account details, investment objectives, risk tolerance.
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support marketing strategies and participate in firm initiatives.

Administrative Support

• Handle inbound/outbound calls regarding service requests.
• Manage calendars, coordinate meetings, prepare materials.
• Maintain travel itineraries, prepare expense reports, assist with office functions.

Education, Experience, Knowledge, and Skills

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two+ years industry experience preferred.
• Knowledge of financial products, excellent organizational, communication, and customer service skills.
• Proficiency in Microsoft Office, ability to multitask, work in a fast-paced environment.

Reporting To

• Business Service Officer

Additional Information

Morgan Stanley is committed to diversity, equity, and inclusion. We offer competitive compensation, benefits, and a culture of integrity and excellence. Our policies ensure equal opportunity employment regardless of race, color, religion, gender, sexual orientation, or other protected characteristics.