Registered Client Service Associate

DUTIES AND RESPONSIBILITIES Client Support

• Provide service coverage for an FA team.
• Support the FA team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA team.
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
• Enter profile information or pre‑fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA team.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team.
• Support the FA teams' marketing strategy (e.g., website maintenance).
• Assist FA teams in delivering against their business plan and client service model.
• Remain current on all policies, procedures, and new platforms.
• Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.

• Answer inbound phone calls or make outbound calls with updates on service requests (e.g., scheduling follow-up calls with FA teams as needed).
• Manage the calendar, including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
• Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
• Assist with general in‑office support functions such as copying, filing and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA.

• Education:
  
  High School Diploma/Equivalency (College degree preferred).
• Licensure:
  Active Series 7 (GS), Series 66 (AG/RA), Series 63 (AG) and/or Series 65 (RA). Two or more years of industry experience preferred.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail‑oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Team player with ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment; adaptable and able to multitask.
• Goal‑oriented, self‑motivated, and results‑driven.

Salary range: $35,000.00 – $75,000.00 per year. Successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan.

Benefits include medical, prescription drug, dental, vision, Health Savings Account, Dependent Day Care Savings Account, life insurance, disability and other insurance plans; paid time off (including sick leave consistent with state and local law, parental leave, and 10 vacation days annually); 10 paid holidays; 401(k); short‑ and long‑term disability; and other special perks. For more information about benefit offerings, visit

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a strong commitment to inclusion, hiring, developing, and advancing based on skills and talents, irrespective of race, color, religion, sex, national origin, age, disability, or any other protected category. For more information, see EEO statement.

Business Service Officer.