---
title: "Registered Client Service Associate at MS – Morrisville, NC"
canonical: "https://www.metaintro.com/job/registered-client-service-associate-at-ms-e02440ad-e5d4-584b-bcac-ca4d7cd0c946"
language: "en"
author: "Metaintro"
---

[/company/ms](/company/ms)[MS](/company/ms)
# Registered Client Service Associate at MS

**Location**
: Morrisville, North Carolina

**Type**
: Full-time

**Level**
: not_specified

**Posted**
: Sep 2, 2026

## Description

The Registered Client Service Associate provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams by handling account information, money movements, onboarding, digital-tool enrollment, order entry, and general client-service questions. The role also includes administrative duties such as phone support, calendar and meeting coordination, travel itineraries, expense reporting, and document filing. Candidates need a high school diploma or equivalent, active Series 7, Series 66, Series 63, and Series 65 licenses, and two or more years of industry experience is preferred; a college degree is also preferred. The role reports to the Business Service Officer.

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