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Microsoft1 day ago

Registered Client Service Associate

On-site · Atlanta, Georgia, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Registered Client Service Associate at Morgan Stanley supports Financial Advisors and Private Wealth Advisors by delivering client-focused service, processing money movements, handling account documentation, onboarding and maintaining client information, and assisting with marketing initiatives and policy updates. The role requires strong written and verbal communication, exceptional organizational skills, proficiency with Microsoft Office and digital tools (MSOnline, eSign, eAuthorization), and the ability to work in a fast-paced, team-driven environment while supporting day-to-day client service objectives and administrative tasks. Candidates typically have a HS Diploma with college degree preferred and 2+ years of industry experience preferred; relevant securities licenses (Series 7, 66 or Series 63/65 as applicable) are noted as part of the education/experience landscape.

Required Qualifications

  • High School Diploma/Equivalency
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Microsoft

Registered Client Service Associate

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