Registered Client Service Associate

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-02

Job description

POSITION SUMMARY:

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

• 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

• 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 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

• Business Service Officer

Explore around this job

Field: Sales and Customers Sub-niche: Customer success and service All jobs at Morgan Stanley Jobs in North Carolina Jobs in Raleigh, NC Raleigh city guide North Carolina state guide Wake 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.

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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 Raleigh, NC. Below is what the official statistics say about living and working there.

How Raleigh compares. Among the 100 largest places in North Carolina, Raleigh is #2 by population, #20 for remote work (#1 = most), #22 for college degrees (#1 = most), #75 for rent (#1 = cheapest). Its county, Wake County, is #4 of 100 counties for average pay ($76,807).

The place in numbers

Raleigh has 481,031 residents (ACS 2020–2024), about 4.5% of the population of North Carolina. It covers 151 square miles of land, which works out to roughly 3,187 people per square mile. The median age is 34.7, 11% younger than the state median (34.7 against 39.1).

Housing

The median gross rent is $1,572 a month (rent plus utilities), 28% above the state median ($1,572 against $1,228). Over a year that is 22.1% 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 $415,800, which is 4.9 times the median household income ($85,395). 50.8% of households own their home, 24% below the state average (50.8% against 66.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Raleigh-Cary, NC metropolitan area has 743,120 jobs in the BLS wage survey, and the median pay across all occupations is $51,990 a year, about the same as the national median ($51,990 against $50,980). The biggest occupation groups are office and administrative support (79,180 jobs, median $47,310); sales and related (74,800 jobs, median $42,450); food preparation and serving related (66,380 jobs, median $30,480). The area is most specialised in computer and mathematical (1.7 times) and life, physical, and social science (1.5 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($132,650) and computer and mathematical ($107,760). In 2026M09 the unemployment rate of Wake County was 2.8%. 70.8% of residents aged 16 and over are in the labour force. The city lies in Wake County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 62.3% drive alone, 1.4% use public transit, 1.6% walk, 25.8% work from home. 9.0% of workers commute 45 minutes or more, 35% below the state average (9.0% against 13.9%). 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

54.0% of adults aged 25 and over hold a bachelor's degree or higher, 51% above the state share (54.0% against 35.6%). 13.8% of residents were born outside the United States, 52% above the state share (13.8% against 9.1%). The poverty rate is 11.9%, 9% below the state rate (11.9% against 13.0%).

Climate

The warmest month is Jul, averaging 80°F (26.7°C), and the coolest is Jan at 38°F (3.4°C). About 1,187 mm (47 inches) of precipitation falls in a year; Aug is the wettest month (127 mm) and Jan the driest (72 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: Knightdale (9 miles, rent 6% higher); Garner (10 miles, similar rent); Cary (11 miles, rent 11% higher); Morrisville (11 miles, rent 18% higher). Rent differences are against Raleigh; use the Compare tab to put any two cities side by side.

Full guide to Raleigh →North Carolina guideAll jobs in Raleigh

Official links for Raleigh

• Official website of Raleigh: raleighnc.gov
• Census Bureau data profile for Raleigh
• Official state website: nc.gov
• BLS Economy at a Glance: North Carolina

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

The job city has no coordinates we can place on the map, so no housing comparison is shown. Use the 250 largest cities table to compare rent and income.

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

This job has no single city we can place on the map (remote, flexible or unmatched location), so no distance table is shown. Browse all Sales and Customers jobs with distances from any of the 20 largest cities.

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 Raleigh, NC

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 67 days ago. The full description is on this page and on The Muse.

Where is this job?

Raleigh, NC.

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 Raleigh is $1,572 a month and median household income $85,395 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-02 (67 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in North Carolina.

Sources and terms

• Job data: The Muse public API (listing dated 2026-09-02). 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)