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Added 3 mins ago
VH
Registered Nurse- Informaticist
Veterans Health Administration
Jefferson Barracks, MO
- $75,487 to $153,842 USD / year
…interdisciplinary team members, including other program and service leaders at the facility/ practice setting and…
Added 3 mins ago
VH
Patient Aligned Care Team Outpatient Registered Nurse
Veterans Health Administration
Oceanside, CA
- $103,980 to $188,494 USD / year
…quality care with advanced technologies and a compassionate service to…
Added 8 mins ago
VH
RN - Associate Chief of Infection Prevention and Control
Veterans Health Administration
Palo Alto, CA
- $227,929 to $228,000 USD / year
The Associate Chief of Infection Prevention and Control at the VA Palo Alto Health Care System reports to the Chief of the Office of Quality, Safety and Value. The Associate Chief oversees…
Added 9 mins ago
C
BIM Modeler
CBRE
Pierre, SD
- $90,000 to $120,000 USD / year
…technology leaders. Catering to a broad spectrum of technology and client requirements, 1200+ skilled technicians deliver over 1000 projects annually across data center markets in the US…
Added 9 mins ago
AG
Lead Event Specialist Part Time
Acosta Group
Rapid City, SD
- Part-time
The Associate is responsible for completing in-store food and non-food demonstrations. Acquires and maintains knowledge of products represented. Serves, demonstrates, intercepts consumers…
Added 9 mins ago
Systems Administrator – Kiteworks
SitusAMC
Pierre, SD
The Associate, Systems Administrator is an individual contributor in the Systems Administration job family, responsible for the implementation, administration, and ongoing support of the…
Added 9 mins ago
Administrative Assistant
ManpowerGroup
Sioux Falls, SD
Our client, In Omaha NE, a leading manufacturing organization, is seeking an Administrative Assistan t, to join their team. As an Administrative Assistan t, you will be part of the Human…
Added 9 mins ago
Senior A&H Pricing Actuary
Zurich NA
Pierre, SD
Aligns customer service needs to business priorities
Added 18 mins ago
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Junior Associate- Civil Litigation
GPAC
Oxford, MS
- $100,000 to $130,000 USD / year
Client-focused mindset with a commitment to delivering exceptional service.
Added 21 mins ago
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Personal Lines Insurance CSA
GPAC
Indianapolis, IN
- $40,000 to $50,000 USD / year
Job Title: Personal Lines Customer Service Associate (CSA)
Added 24 mins ago
Associate Attorney
GPAC
Quincy, MA
…hour requirement• Strong emphasis on collaboration and quality client service• Opportunity to work closely with business owners, families, and high-net-worth clients• Stable and growing…
Added 24 mins ago
Associate Attorney
GPAC
Massachusetts
…hour requirement• Strong emphasis on collaboration and quality client service• Opportunity to work closely with business owners, families, and high-net-worth clients• Stable and growing…
Added 25 mins ago
PG
Client Partnerships Associate
Publicis Groupe Holdings B.V
New York, NY
- $50,065 to $73,944 USD / year
…reliable partnership platforms with impeccable, personalized…
Added 27 mins ago
A
Supply Chain and Engineering Consulting - Logistics & Fulfillment (JTG) Manager
Accenture
Saint Louis, MO
- $94,400 to $293,800 USD / year
…in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 814,000 people…
Added 30 mins ago
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Insurance Defense Litigation Associate (3+ yrs)
GPAC
Saint Louis, MO
- $105,000 to $165,000 USD / year
…on delivering high-quality legal representation, exceptional client service, and practical, cost-effective litigation strategies. Attorneys are encouraged to take ownership of their files…
Added 36 mins ago
VICE PRESIDENT OF OPERATIONS
Compass Group, North America
Jefferson City, MO
…Tampa-to-Melbourne region. Make your mark by building strong client relationships, improving financial performance, and developing leaders who deliver exceptional…
Added 39 mins ago
Temporary Sales Associate
Tapestry, Inc.
Laredo, TX
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 42 mins ago
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Audit Senior
GPAC
Newton, MA
- $85,000 to $100,000 USD / year
…bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm. The ideal candidate will have 4+ years external audit…
Added 43 mins ago
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Audit Senior
GPAC
Boston, MA
- $85,000 to $120,000 USD / year
I am working with a well-known CPA firm in Boston to bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm.…
Added 43 mins ago
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Audit Senior
GPAC
Tewksbury, MA
- $85,000 to $120,000 USD / year
I am working with a well-known CPA firm in Tewksbury to bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their…
Added 43 mins ago
G
Audit Senior
GPAC
Andover, MA
- $85,000 to $120,000 USD / year
I am working with a well-known CPA firm in Andover to bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm.…
Added 43 mins ago
G
Audit Senior
GPAC
Wellesley, MA
- $85,000 to $120,000 USD / year
I am working with a well-known CPA firm in Wellesley to bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their…
Added 44 mins ago
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Audit Senior
GPAC
Westborough, MA
- $85,000 to $120,000 USD / year
…bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm. The ideal candidate will have 4+ years external audit…
Added 44 mins ago
G
Audit Senior
GPAC
Somerville, MA
- $85,000 to $120,000 USD / year
…bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm. The ideal candidate will have 4+ years external audit…
Added 45 mins ago
G
Audit Senior
GPAC
Malden, MA
- $85,000 to $120,000 USD / year
I am working with a well-known CPA firm in Malden to bring them their next Audit Senior. They are known for customer service, diverse clientele, and the outstanding culture at their firm.…

Closed listing

Morgan Stanley

Registered Client Service Associate

NY, United States
New York, United States

$35,360 to $90,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $35,360 to $90,000 USD / year
Closing date: May 4, 2027
Posting language: English
Posted: Nov 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

POSITION SUMMARY

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering 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 aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling 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/PWA/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/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

To qualify, 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

About employer

More about this job

Skills

Interpersonal skills
Documentation
Administrative support
Scheduling
Logistics
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability
Multitask

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