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

Registered Client Service Associate

Morgan Stanley · Los Angeles, CA · posted 10 days ago

In short: Registered Client Service Associate at Morgan Stanley in Los Angeles, CA, posted 10 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Morgan Stanleyemployer

Los Angeles, CAlocation

Customer success and servicesub-niche

10 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-30

Employer	Morgan Stanley
Location	Los Angeles, California
Field	Sales and Customers › Customer success and service
Level	Mid Level
Source category	Advertising and Marketing
Posted	2026-10-30 (10 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 supports Financial Advisor(s) (FAs) 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 an FA team including:

Supporting the FA team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA 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 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 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 team
Supporting the FAs teams' marketing strategy (e.g., website maintenance)
Assist FAs 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 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

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.

Expected base pay rates for the role will be between $35,152 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.

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 California Jobs in Los Angeles, CA Los Angeles city guide California state guide Los Angeles 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)

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 Los Angeles, CA. Below is what the official statistics say about living and working there.

How Los Angeles compares. Among the 145 largest places in California, Los Angeles is #1 by population, #141 for homeownership (#1 = highest), #121 for household income (#1 = highest), #39 for rent (#1 = cheapest). Its county, Los Angeles County, is #7 of 58 counties for average pay ($83,554).

The place in numbers

Los Angeles has 3,857,263 residents (ACS 2020–2024), about 9.8% of the population of California. It covers 471 square miles of land, which works out to roughly 8,198 people per square mile. The median age is 37.2, about the same as the state median (37.2 against 37.9).

Housing

The median gross rent is $1,933 a month (rent plus utilities), 5% below the state median ($1,933 against $2,036). Over a year that is 28.3% 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 $921,200, which is 11.2 times the median household income ($81,939); a ratio above 5 usually means buying is out of reach without savings or a second income. 36.0% of households own their home, 36% below the state average (36.0% against 55.9%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Los Angeles-Long Beach-Anaheim, CA metropolitan area has 6,271,560 jobs in the BLS wage survey, and the median pay across all occupations is $55,850 a year, 10% above the national median ($55,850 against $50,980). The biggest occupation groups are office and administrative support (702,480 jobs, median $52,710); food preparation and serving related (588,660 jobs, median $38,460); healthcare support (537,460 jobs, median $35,630). The area is most specialised in arts, design, entertainment, sports, and media (2.2 times) and healthcare support (1.7 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($136,490) and legal ($128,110). In 2026M09 the unemployment rate of Los Angeles County was 4.5%. 66.4% of residents aged 16 and over are in the labour force. The city lies in Los Angeles County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 59.8% drive alone, 6.1% use public transit, 3.2% walk, 19.5% work from home. 22.2% of workers commute 45 minutes or more, 14% above the state average (22.2% against 19.4%).

People and education

38.5% of adults aged 25 and over hold a bachelor's degree or higher, 4% above the state share (38.5% against 37.1%). 35.7% of residents were born outside the United States, 32% above the state share (35.7% against 27.0%). The poverty rate is 16.6%, 38% above the state rate (16.6% against 12.0%).

Climate

The warmest month is Aug, averaging 75°F (23.9°C), and the coolest is Dec at 53°F (11.8°C). About 332 mm (13 inches) of precipitation falls in a year; Feb is the wettest month (75 mm) and Jun the driest (1 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: Santa Monica (5 miles, rent 24% higher); Inglewood (6 miles, rent 8% lower); Hawthorne (8 miles, rent 8% lower); Burbank (13 miles, rent 13% higher). Rent differences are against Los Angeles; use the Compare tab to put any two cities side by side.

Full guide to Los Angeles →California guide All jobs in Los Angeles

Official links for Los Angeles

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 Los Angeles, CA 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 ⇅
Los Angeles, CA	0 mi	$1,933	$921,200	$81,939	22.2%	n/a	Jobs
Santa Monica, CA	5 mi	$2,402	$1,755,500	$114,885	14.1%	n/a	—
Inglewood, CA	6 mi	$1,787	$792,800	$72,750	22.6%	n/a	—
Hawthorne, CA	8 mi	$1,782	$863,400	$75,848	18.8%	n/a	—
Burbank, CA	13 mi	$2,192	$1,089,100	$97,082	16.6%	n/a	Jobs
Torrance, CA	13 mi	$2,280	$1,074,700	$116,217	17.5%	n/a	—
South Gate, CA	14 mi	$1,531	$636,300	$74,571	23.7%	n/a	—
Compton, CA	14 mi	$1,664	$580,200	$78,465	19.2%	n/a	Jobs
East Los Angeles, CA	14 mi	$1,494	$643,100	$68,741	21.9%	n/a	—
Glendale, CA	15 mi	$2,182	$1,102,300	$88,393	16.9%	n/a	—
Carson, CA	15 mi	$1,956	$704,400	$108,703	17.4%	n/a	—
Alhambra, CA	16 mi	$1,939	$857,800	$88,024	23.0%	n/a	—
Downey, CA	17 mi	$1,937	$796,600	$90,699	23.6%	n/a	—
Pasadena, CA	18 mi	$2,265	$1,093,300	$105,192	18.3%	n/a	—
Bellflower, CA	19 mi	$1,830	$705,700	$78,722	20.3%	n/a	—
Norwalk, CA	20 mi	$2,090	$644,700	$100,085	21.9%	n/a	—
Lakewood, CA	20 mi	$2,347	$827,200	$119,177	20.4%	n/a	—
Long Beach, CA	22 mi	$1,871	$806,600	$87,430	21.0%	n/a	Jobs
El Monte, CA	22 mi	$1,736	$644,000	$68,030	18.3%	n/a	—
Whittier, CA	23 mi	$1,906	$822,600	$97,201	28.1%	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 Los Angeles, CA 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 ⇅
Los Angeles, CA	0 mi	3,857,263
San Diego, CA	111 mi	1,389,526
San Jose, CA	296 mi	990,138
San Francisco, CA	364 mi	830,235
Phoenix, AZ	364 mi	1,642,323
Denver, CO	845 mi	718,877
Seattle, WA	962 mi	754,195
Oklahoma City, OK	1,188 mi	697,125
San Antonio, TX	1,208 mi	1,479,835
Fort Worth, TX	1,216 mi	963,194
Austin, TX	1,233 mi	979,539
Dallas, TX	1,249 mi	1,307,930
Houston, TX	1,379 mi	2,328,253
Chicago, IL	1,749 mi	2,711,226
Indianapolis, IN	1,816 mi	885,860
Columbus, OH	1,984 mi	914,802
Charlotte, NC	2,126 mi	903,844
Jacksonville, FL	2,153 mi	977,670
Philadelphia, PA	2,399 mi	1,579,706
New York, NY	2,459 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Culver City, CA	1 mi	6
Beverly Hills, CA	4 mi	2
El Segundo, CA	8 mi	102
Encino, CA	11 mi	1
Huntington Park, CA	11 mi	2
Burbank, CA	13 mi	6
Compton, CA	14 mi	3
Costa Mesa, CA	38 mi	10
Anaheim, CA	39 mi	50
Newport Beach, CA	42 mi	1
Irvine, CA	44 mi	21
Carlsbad, CA	89 mi	3
Bakersfield, CA	99 mi	29
San Diego, CA	111 mi	352
El Cajon, CA	119 mi	1

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

Where is this job?

Los Angeles, CA.

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 Los Angeles is $1,933 a month and median household income $81,939 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-30 (10 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-30). 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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