Registered Client Service Associate

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-10

Job description

POSITION SUMMARY

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

• 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
• High School Diploma/Equivalency
• College degree preferred

• Strong industry, product, and branch procedures knowledge
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Strong computer skills and knowledge of Microsoft Office products
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Business Service Officer

Explore around this job

Field: Sales and Customers Sub-niche: Customer success and service All jobs at Morgan Stanley Jobs in Florida Jobs in Jacksonville, FL Jacksonville city guide Florida state guide Duval County economy

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About the role

This is a Mid Level role in the Sales and Customers field (Customer success and service) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.
• Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

The job is in Jacksonville, FL. Below is what the official statistics say about living and working there.

How Jacksonville compares. Among the 120 largest places in Florida, Jacksonville is #1 by population, #6 for long commutes (#1 = fewest), #18 for rent (#1 = cheapest), #84 for homeownership (#1 = highest). Its county, Duval County, is #4 of 67 counties for average pay ($71,652).

The place in numbers

Jacksonville has 977,670 residents (ACS 2020–2024), about 4.4% of the population of Florida. It covers 747 square miles of land, which works out to roughly 1,308 people per square mile. The median age is 36.5, 14% younger than the state median (36.5 against 42.6).

Housing

The median gross rent is $1,465 a month (rent plus utilities), 12% below the state median ($1,465 against $1,669). Over a year that is 25.2% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $293,700, which is 4.2 times the median household income ($69,872). 57.6% of households own their home, 15% below the state average (57.6% against 67.6%).

Work and pay

The Jacksonville, FL metropolitan area has 765,930 jobs in the BLS wage survey, and the median pay across all occupations is $48,830 a year, 4% below the national median ($48,830 against $50,980). The biggest occupation groups are office and administrative support (96,850 jobs, median $46,110); transportation and material moving (75,870 jobs, median $44,630); sales and related (75,260 jobs, median $37,530). The area is most specialised in construction and extraction (1.2 times) and installation, maintenance, and repair (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($113,940) and computer and mathematical ($101,550). In 2026M09 the unemployment rate of Duval County was 4.5%. 63.8% of residents aged 16 and over are in the labour force. The city lies in Duval County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 70.8% drive alone, 1.0% use public transit, 1.3% walk, 15.5% work from home. 8.9% of workers commute 45 minutes or more, 51% below the state average (8.9% against 18.1%).

People and education

33.2% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (33.2% against 34.1%). 12.5% of residents were born outside the United States, 43% below the state share (12.5% against 21.9%). The poverty rate is 14.5%, 16% above the state rate (14.5% against 12.6%).

Climate

The warmest month is Jul, averaging 82°F (27.6°C), and the coolest is Jan at 52°F (11.2°C). About 1,286 mm (51 inches) of precipitation falls in a year; Jun is the wettest month (187 mm) and Nov the driest (53 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Fruit Cove (17 miles, rent 59% higher); St. Marys (29 miles, rent 19% lower); Kingsland (36 miles, rent 13% lower); Brunswick (56 miles, rent 35% lower). Rent differences are against Jacksonville; use the Compare tab to put any two cities side by side.

Full guide to Jacksonville →Florida guideAll jobs in Jacksonville

Official links for Jacksonville

• Census Bureau data profile for Jacksonville
• Official website of Duval County: coj.net
• Official state website: myflorida.com
• BLS Economy at a Glance: Florida

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Jacksonville, FL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Account management (316) Sales and business development (1467)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Jacksonville, FL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

The employer

Morgan Stanley is the employer in this listing. See all its open jobs here →

It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Morgan Stanley

• Official website of Morgan Stanley: morganstanley.com
• SEC EDGAR: company filings search
• Official state website: ny.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Morgan Stanley

Similar jobs

Same sub-niche: Customer success and service

More jobs in Jacksonville, FL

All Customer success and service jobs → · All Sales and Customers sub-niches →

FAQ

What is the Registered Client Service Associate job at Morgan Stanley?

A mid level role in sales and customers (customer success and service) listed 59 days ago. The full description is on this page and on The Muse.

Where is this job?

Jacksonville, FL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Jacksonville is $1,465 a month and median household income $69,872 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-10 (59 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in Florida.

Sources and terms

• Job data: The Muse public API (listing dated 2026-09-10). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)