Jobs Private USA → Sales and Customers → Customer success and service → Senior Registered Client Service Associate

Senior Registered Client Service Associate

Morgan Stanley · Atlanta, GA · posted 17 days ago

In short: Senior Registered Client Service Associate at Morgan Stanley in Atlanta, GA, posted 17 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Morgan Stanleyemployer

Atlanta, GAlocation

Customer success and servicesub-niche

17 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-22

Employer	Morgan Stanley
Location	Atlanta, Georgia
Field	Sales and Customers › Customer success and service
Level	Senior Level
Source category	Advertising and Marketing
Posted	2026-10-22 (17 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

POSITION SUMMARY

Senior 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)
At least 5 years of industry experience required
Demonstrated strong performance in current role for the prior 2 years, if applicable

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.

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 .

Explore around this job

Field: Sales and Customers Sub-niche: Customer success and service All jobs at Morgan Stanley Jobs in Georgia Jobs in Atlanta, GA Atlanta city guide Georgia state guide Fulton County economy

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About the role

This is a Senior Level role in the Sales and Customers field (Customer success and service) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

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)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

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:

The city

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

How Atlanta compares. Among the 100 largest places in Georgia, Atlanta is #1 by population, #10 for remote work (#1 = most), #15 for college degrees (#1 = most), #73 for homeownership (#1 = highest). Its county, Fulton County, is #1 of 159 counties for average pay ($100,817).

The place in numbers

Atlanta has 505,268 residents (ACS 2020–2024), about 4.6% of the population of Georgia. It covers 135 square miles of land, which works out to roughly 3,734 people per square mile. The median age is 34.2, 9% younger than the state median (34.2 against 37.6).

Housing

The median gross rent is $1,711 a month (rent plus utilities), 23% above the state median ($1,711 against $1,393). Over a year that is 24.0% 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 $439,600, which is 5.1 times the median household income ($85,652); a ratio above 5 usually means buying is out of reach without savings or a second income. 46.4% of households own their home, 29% below the state average (46.4% against 65.7%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Atlanta-Sandy Springs-Roswell, GA metropolitan area has 2,889,670 jobs in the BLS wage survey, and the median pay across all occupations is $51,170 a year, about the same as the national median ($51,170 against $50,980). The biggest occupation groups are office and administrative support (328,500 jobs, median $47,040); transportation and material moving (313,910 jobs, median $44,120); sales and related (277,630 jobs, median $37,550). The area is most specialised in business and financial operations (1.3 times) and legal (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($130,550) and computer and mathematical ($110,010). In 2026M09 the unemployment rate of Fulton County was 3.6%. 68.7% of residents aged 16 and over are in the labour force. The city lies in Fulton County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 52.9% drive alone, 5.7% use public transit, 3.9% walk, 29.7% work from home. 14.2% of workers commute 45 minutes or more, 28% below the state average (14.2% against 19.8%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

59.2% of adults aged 25 and over hold a bachelor's degree or higher, 69% above the state share (59.2% against 35.0%). 9.0% of residents were born outside the United States, 19% below the state share (9.0% against 11.2%). The poverty rate is 16.9%, 27% above the state rate (16.9% against 13.4%).

Climate

The warmest month is Jul, averaging 80°F (26.5°C), and the coolest is Jan at 40°F (4.7°C). About 1,292 mm (51 inches) of precipitation falls in a year; Dec is the wettest month (133 mm) and Oct the driest (88 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: North Druid Hills (7 miles, rent 10% higher); East Point (7 miles, rent 20% lower); Vinings (7 miles, rent 7% higher); Decatur (7 miles, rent 3% lower). Rent differences are against Atlanta; use the Compare tab to put any two cities side by side.

Full guide to Atlanta →Georgia guide All jobs in Atlanta

Official links for Atlanta

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 Atlanta, GA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Atlanta, GA	0 mi	$1,711	$439,600	$85,652	14.2%	n/a	Jobs
North Druid Hills, GA	7 mi	$1,874	$515,900	$102,742	8.0%	n/a	—
East Point, GA	7 mi	$1,364	$281,600	$68,598	17.8%	n/a	—
Vinings, GA	7 mi	$1,839	$604,600	$94,982	9.3%	n/a	—
Decatur, GA	7 mi	$1,655	$701,400	$139,397	15.5%	n/a	—
North Decatur, GA	8 mi	$1,913	$474,600	$110,871	16.4%	n/a	—
Brookhaven, GA	8 mi	$1,882	$692,700	$117,663	10.3%	n/a	—
College Park, GA	9 mi	$1,207	$325,800	$51,635	7.2%	n/a	Jobs
Smyrna, GA	9 mi	$1,739	$449,500	$100,061	18.6%	n/a	—
Candler-McAfee, GA	9 mi	$1,498	$259,300	$64,699	21.8%	n/a	—
Belvedere Park, GA	9 mi	$1,534	$296,600	$65,462	20.7%	n/a	—
Mableton, GA	10 mi	$1,472	$313,100	$77,980	22.7%	n/a	—
Forest Park, GA	11 mi	$1,189	$143,400	$41,211	20.6%	n/a	—
Chamblee, GA	11 mi	$1,859	$432,800	$84,452	11.9%	n/a	—
Clarkston, GA	11 mi	$1,422	$302,600	$48,564	26.2%	n/a	—
Sandy Springs, GA	12 mi	$1,870	$619,800	$104,340	12.6%	n/a	—
South Fulton, GA	13 mi	$1,702	$309,800	$82,324	25.0%	n/a	—
Lithia Springs, GA	13 mi	$1,402	$220,000	$62,417	23.6%	n/a	—
Riverdale, GA	14 mi	$1,360	$178,800	$63,455	14.7%	n/a	—
Dunwoody, GA	14 mi	$1,859	$602,900	$121,903	12.8%	n/a	—

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

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Charlotte, NC	228 mi	903,844
Jacksonville, FL	287 mi	977,670
Indianapolis, IN	426 mi	885,860
Columbus, OH	437 mi	914,802
Chicago, IL	585 mi	2,711,226
Philadelphia, PA	670 mi	1,579,706
Houston, TX	700 mi	2,328,253
Dallas, TX	716 mi	1,307,930
New York, NY	747 mi	8,483,844
Fort Worth, TX	749 mi	963,194
Oklahoma City, OK	753 mi	697,125
Austin, TX	816 mi	979,539
San Antonio, TX	880 mi	1,479,835
Denver, CO	1,203 mi	718,877
Phoenix, AZ	1,586 mi	1,642,323
San Diego, CA	1,883 mi	1,389,526
Los Angeles, CA	1,940 mi	3,857,263
San Jose, CA	2,103 mi	990,138
San Francisco, CA	2,167 mi	830,235
Seattle, WA	2,177 mi	754,195

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
College Park, GA	9 mi	5
Alpharetta, GA	23 mi	55
Chattanooga, TN	102 mi	5

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

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".

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FAQ

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

A senior level role in sales and customers (customer success and service) listed 17 days ago. The full description is on this page and on The Muse.

Where is this job?

Atlanta, GA.

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 Atlanta is $1,711 a month and median household income $85,652 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-22 (17 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in Georgia.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-22). 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

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