Registered Client Service Associate
Morgan Stanley
This job at a glance
- Who can apply
- New grads and up to 2 years · Diploma
- Must know
- Customer serviceMarketingSocial mediaMicrosoft Office
- Work
- On-site in Hyde Park
- Pay
- Not stated by the employer.
- Skill demand
- Customer service99%Microsoft Office23%Marketing1%Social media1%of 146 similar entry-level jobs posted in the US this week
- Listed
- Oct 31, 2026 · still open
Sign in free to see which of these skills your resume already shows.
Key Responsibilities
- Assist with the development and growth of business by engaging and utilizing the full capabilities of the firm.
- Deliver the full firm to clients by understanding firm policies, procedures, and capabilities.
Client Support
- Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and ensuring key information and documentation remains current.
- Identify and assist with Firm services and solutions that support clients’ needs, including banking products and services, and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
- Confirm authorization and authenticate clients when processing requests.
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions, and handling estate needs.
- Input orders at the direction of clients and/or Financial Advisor(s), and discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors.
- Prepare financial plans, client reports, and other materials for client meetings.
- Review and take appropriate action on client account alerts.
Other
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
- Actively engage in available training and education programs – including firm strategic priorities, professional development, and staying current on policies, procedures, and new platforms.
- Attend scheduled targeted/monthly field service professional and/or training calls.
- Perform administrative duties that support Financial Advisors in daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, preparing travel & expense reports, and file & calendar maintenance.
- Proactively participate in firm initiatives directed by local management.
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.
Requirements & Tech Stack
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge.
- Exceptional writing, interpersonal, and client service skills.
- Detail oriented with superior organizational skills and ability to prioritize tasks.
- Strong computer skills and knowledge of Microsoft Office products.
- Ability to work in a fast-paced, evolving environment.
- Goal oriented, self-motivated, and results driven.
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Qualifications
- Two or more years of industry experience preferred.
- College degree preferred.
- Team player with the ability to collaborate with others.