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

Registered Client Service Associate

Morgan Stanley · Dallas, TX · posted 32 days ago

In short: Registered Client Service Associate at Morgan Stanley in Dallas, TX, posted 32 days ago.

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

Morgan Stanleyemployer

Dallas, TXlocation

Customer success and servicesub-niche

32 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-07

Employer	Morgan Stanley
Location	Dallas, Texas
Field	Sales and Customers › Customer success and service
Level	Mid Level
Source category	Advertising and Marketing
Posted	2026-10-07 (32 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

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)
Two or more years of industry experience preferred

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

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 Texas Jobs in Dallas, TX Dallas city guide Texas state guide Dallas County economy

View this job and apply on The Muse →

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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)

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 Dallas, TX. Below is what the official statistics say about living and working there.

How Dallas compares. Among the 120 largest places in Texas, Dallas is #3 by population, #112 for homeownership (#1 = highest), #42 for remote work (#1 = most), #46 for college degrees (#1 = most). Its county, Dallas County, is #8 of 254 counties for average pay ($89,284).

The place in numbers

Dallas has 1,307,930 residents (ACS 2020–2024), about 4.3% of the population of Texas. It covers 340 square miles of land, which works out to roughly 3,850 people per square mile. The median age is 33.4, 6% younger than the state median (33.4 against 35.6).

Housing

The median gross rent is $1,472 a month (rent plus utilities), 5% above the state median ($1,472 against $1,403). Over a year that is 25.0% 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 $320,700, which is 4.5 times the median household income ($70,518). 42.4% of households own their home, 32% below the state average (42.4% against 62.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Dallas-Fort Worth-Arlington, TX metropolitan area has 4,049,800 jobs in the BLS wage survey, and the median pay across all occupations is $51,440 a year, about the same as the national median ($51,440 against $50,980). The biggest occupation groups are office and administrative support (490,190 jobs, median $47,080); transportation and material moving (423,430 jobs, median $44,570); management (379,320 jobs, median $128,140). The area is most specialised in computer and mathematical (1.4 times) and management (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 ($128,140) and computer and mathematical ($121,440). In 2026M09 the unemployment rate of Dallas County was 4.2%. 68.6% of residents aged 16 and over are in the labour force. The city lies in Dallas County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 66.6% drive alone, 2.1% use public transit, 2.1% walk, 15.8% work from home. 14.1% of workers commute 45 minutes or more, 17% below the state average (14.1% against 16.9%).

People and education

38.2% of adults aged 25 and over hold a bachelor's degree or higher, 13% above the state share (38.2% against 33.8%). 23.4% of residents were born outside the United States, 33% above the state share (23.4% against 17.6%). The poverty rate is 16.7%, 21% above the state rate (16.7% against 13.8%).

Climate

The warmest month is Aug, averaging 86°F (30.1°C), and the coolest is Jan at 44°F (6.4°C). About 921 mm (36 inches) of precipitation falls in a year; May is the wettest month (116 mm) and Jul the driest (55 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: Mesquite (11 miles, similar rent); Garland (11 miles, rent 11% higher); Farmers Branch (11 miles, rent 27% higher); Irving (13 miles, rent 10% higher). Rent differences are against Dallas; use the Compare tab to put any two cities side by side.

Full guide to Dallas →Texas guide All jobs in Dallas

Official links for Dallas

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 Dallas, TX 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 ⇅
Dallas, TX	0 mi	$1,472	$320,700	$70,518	14.1%	n/a	Jobs
Mesquite, TX	11 mi	$1,513	$245,700	$72,537	26.5%	n/a	—
Garland, TX	11 mi	$1,641	$270,800	$76,320	20.1%	n/a	—
Farmers Branch, TX	11 mi	$1,864	$364,600	$91,186	6.9%	n/a	—
Irving, TX	13 mi	$1,619	$315,600	$81,830	10.2%	n/a	Jobs
Richardson, TX	13 mi	$1,857	$431,400	$98,111	10.8%	n/a	—
Duncanville, TX	13 mi	$1,630	$255,500	$76,457	14.2%	n/a	—
Lancaster, TX	14 mi	$1,704	$246,300	$68,302	19.5%	n/a	—
DeSoto, TX	15 mi	$1,666	$319,400	$82,782	21.9%	n/a	—
Rowlett, TX	15 mi	$1,990	$368,800	$112,081	24.8%	n/a	—
Carrollton, TX	16 mi	$1,735	$381,000	$101,396	9.8%	n/a	Jobs
Sachse, TX	16 mi	$1,798	$406,200	$131,808	21.1%	n/a	—
Grand Prairie, TX	17 mi	$1,629	$295,500	$81,619	17.2%	n/a	—
Coppell, TX	18 mi	$2,022	$560,500	$146,235	9.3%	n/a	Jobs
Plano, TX	18 mi	$1,841	$465,900	$112,253	13.4%	n/a	Jobs
Cedar Hill, TX	18 mi	$1,993	$302,700	$101,909	21.5%	n/a	—
Euless, TX	19 mi	$1,690	$318,800	$82,167	13.2%	n/a	—
Forney, TX	19 mi	$1,828	$346,400	$104,112	29.9%	n/a	—
Grapevine, TX	20 mi	$1,863	$493,100	$111,376	8.3%	n/a	—
Rockwall, TX	21 mi	$1,947	$411,700	$115,580	32.6%	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 Dallas, TX 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 ⇅
Dallas, TX	0 mi	1,307,930
Fort Worth, TX	34 mi	963,194
Austin, TX	182 mi	979,539
Oklahoma City, OK	190 mi	697,125
Houston, TX	223 mi	2,328,253
San Antonio, TX	253 mi	1,479,835
Denver, CO	660 mi	718,877
Indianapolis, IN	762 mi	885,860
Chicago, IL	799 mi	2,711,226
Phoenix, AZ	887 mi	1,642,323
Jacksonville, FL	904 mi	977,670
Columbus, OH	912 mi	914,802
Charlotte, NC	927 mi	903,844
San Diego, CA	1,181 mi	1,389,526
Los Angeles, CA	1,249 mi	3,857,263
Philadelphia, PA	1,298 mi	1,579,706
New York, NY	1,371 mi	8,483,844
San Jose, CA	1,446 mi	990,138
San Francisco, CA	1,515 mi	830,235
Seattle, WA	1,681 mi	754,195

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Addison, TX	12 mi	49
Arlington, TX	22 mi	64
Allen, TX	23 mi	10
Fort Worth, TX	34 mi	263

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 Registered Client Service Associate job at Morgan Stanley?

A mid level role in sales and customers (customer success and service) listed 32 days ago. The full description is on this page and on The Muse.

Where is this job?

Dallas, TX.

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 Dallas is $1,472 a month and median household income $70,518 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-07 (32 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in Texas.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-07). 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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