ZipRecruiter

Log In

1

Advisor Development Program Client Associate Jobs in Medford, MA

InterSystems

Core Development Program

Boston, MA · On-site

With a focus on innovation and client success, we support systems that make a real-world impact. Our Core Development Program is a rotational experience designed specifically for students graduating ...

New

Henley and Partners

Private Client Advisor

Boston, MA · On-site

$80K - $100K/yr

As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver ... market developments and relevant programs. Candidate Profile We are looking for an ambitious ...

Axon

Leadership Development Program 2027

Boston, MA · On-site

LAUNCH A CAREER THAT CHANGES THE WORLD Axon's Leadership Development Program (LDP) is a highly selective, two-year rotational experience at one of the world's fastest-growing publicly traded ...

InterSystems

Quality Development Program

Boston, MA · On-site

With a focus on innovation and client success, we support systems that make a real-world impact. The Quality Development Rotational Program is a rotational experience for soon-to-be graduates (BS, MS ...

New

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

... client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

... client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across ...

previous page

Showing results 41-60

All JobsAdvisor Development Program Client Associate JobsAdvisor Development Program Client Associate Jobs in Medford, MA

Advisor Development Program Client Associate information

See Medford, MA salary details

$12

$27

$47

How much do advisor development program client associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for advisor development program client associate in Medford, MA is $27.02, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $31.06 per hour, depending on experience, location, and employer.

What does an Advisor Development Program Client Associate do?

An Advisor Development Program Client Associate supports financial advisors by managing client accounts, preparing reports, and handling administrative tasks. They often use customer relationship management (CRM) tools and must have strong communication and organizational skills to assist in client service and business development activities.
Advisor Development Program Client Associate jobs near you

Private Wealth Management Registered Client Service Associate

Morgan Stanley

Boston, MA • On-site

$31K/yr

Full-time

Re-posted 29 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 152 rated financial services

Job description

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that
requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • four or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports to
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $31,200 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What Morgan Stanley employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Morgan Stanley logo

About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

View All Morgan Stanley Jobs

Apply