Registered Client Service Associate

Morgan Stanley

. Provide service coverage for Financial Advisor teams .

Posted 10/7/2026full-timeDurango • Colorado • United StatesJuniorMid-Level💰 $35,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial services, with a strong focus on executing transactions and providing exceptional client support. Proficient in utilizing digital tools and Microsoft Office to enhance operational efficiency and service delivery.

Highest-signal resume keywords

Active Series 7 LicenseActive Series 66 LicenseFinancial Services KnowledgeAdvanced Microsoft Office SkillsClient Service Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Money Movement TransactionsAccount ManagementProfile Information EntryInvestment Objectives UnderstandingOrder EntryDigital Tool EducationClerical SupportExpense Report PreparationCalendar ManagementMeeting Coordination

Soft Skills

Detail OrientedOrganizational SkillsTime ManagementInterpersonal SkillsCollaboration

Tools & Technologies

MSOnlineESignEAuthorizationZoom

Certifications & Qualifications

High School DiplomaSeries 7Series 66Series 63Series 65

Industry Keywords

Financial AdvisorClient RelationshipsEquitiesBondsOptionsMutual FundsAnnuitiesInsuranceManaged AccountsClient Service Model

About the role

Key responsibilities & impact

Provide service coverage for Financial Advisor teams
Cultivate and enhance new and existing client relationships
Execute client- or Financial Advisor-requested money movement transactions
Answer general non-investment-related account questions and provide account balances and stock positions
Enter profile information and pre-fill account documentation in a clerical capacity
Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization
Onboard and maintain client accounts, including collecting client information and required documentation
Provide clients with account information, including investment objectives and risk tolerance
Accept or enter unsolicited orders and enter solicited orders in a clerical capacity at the direction of the Financial Advisor team
Support the Financial Advisor teams’ marketing strategy, including website maintenance
Assist Financial Advisor teams in delivering their business plan and client service model
Stay current on policies, procedures, and new platforms
Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management
Answer inbound calls and make outbound calls regarding service requests
Manage calendars and coordinate meetings or events, including agendas, materials, and Zoom invitations
Maintain travel itineraries, prepare expense reports, and manage reimbursement
Provide general in-office support such as copying, filing, and scanning
Report to the Business Service Officer

Requirements

What you’ll need

High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Detail oriented with superior organizational skills and ability to prioritize
Exceptional writing, interpersonal, and client service skills
Strong time management skills
Ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Ability to adapt and multitask
Legally authorized to work in the United States
Must not require now or in the future sponsorship for employment visa status
College degree preferred
Two or more years of industry experience preferred

Benefits

Comp & perks

Annual discretionary incentive compensation award may be available
Relevant business unit incentive compensation plan, potentially including a discretionary bonus component
Medical insurance
Prescription Drug coverage
Dental insurance
Vision insurance
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
10 vacation days annually
10 paid holidays
401(k)
Short/Long Term Disability
Other special perks reserved for employees
Opportunities for internal mobility across the business