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Registered Client Service Associate, Part Time
Morgan StanleyRegistered Client Service Associate providing exceptional service to support Financial Advisor teams at Morgan Stanley. Building trusted relationships and assisting clients with their everyday needs.
Posted 7/11/2026part-timeSanta Monica • California • 🇺🇸 United StatesJuniorMid-Level💰 $35,152 - $90,000 per yearWebsite
About the role
Key responsibilities & impact- Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
- Execute money movement transactions at the request of the client and/or FA/PWA/team
- Answer general non-investment related questions concerning client accounts
- Educate or enroll clients in digital tools
- Onboard and maintain client accounts
- Provide existing clients with details around their account information
- Accept or enter unsolicited orders at the direction of the FA/PWA/team
- Assist FAs/PWAs/teams in delivering against their business plan and client service model
- Participate in firm initiatives, special projects, and other duties directed by local management
Requirements
What you’ll need- 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 of financial services products including equities, bonds, options, mutual funds, and insurance
- Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
- Exceptional writing, interpersonal, and client service skills
- Strong time management skills
- Ability to work in a fast-paced, evolving environment
Benefits
Comp & perks- Comprehensive employee benefits and perks
- Opportunity to work alongside the best and the brightest
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Money Movement TransactionsClient Account OnboardingFinancial Services Products KnowledgeEquitiesBondsOptionsMutual FundsInsurance
Soft Skills
Exceptional Writing SkillsInterpersonal SkillsClient Service SkillsStrong Time Management Skills
Certifications
High School DiplomaCollege Degree PreferredSeries 7Series 66Series 63Series 65