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$22.5K

$57.6K

$83.5K

How much do non registered client service associate jobs pay per year?

As of Jun 5, 2026, the average yearly pay for non registered client service associate in the United States is $57,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Non Registered Client Service Associate, and why are they important?

To thrive as a Non Registered Client Service Associate, you need strong organizational skills, attention to detail, and a solid understanding of client account processes, often supported by a bachelor's degree or relevant administrative experience. Familiarity with financial software platforms, CRM systems, and office productivity tools is commonly required. Excellent interpersonal communication, problem-solving abilities, and a client-focused attitude make someone stand out in this position. These skills are essential for efficiently supporting advisors and ensuring high-quality service delivery to clients in a fast-paced financial environment.

What are some common challenges faced by Non Registered Client Service Associates, and how can they be addressed?

Non Registered Client Service Associates often encounter challenges such as managing high volumes of client inquiries, maintaining accuracy in account documentation, and staying up to date with evolving financial products and regulations. Successfully addressing these challenges involves strong organizational skills, attention to detail, and effective communication with both clients and internal teams. Regular training, utilizing client management software, and seeking guidance from experienced colleagues can help associates stay efficient and deliver excellent client service.

What does a Non Registered Client Service Associate do?

A Non Registered Client Service Associate supports financial advisors and their clients by handling administrative and operational tasks. They help with scheduling appointments, preparing documents, responding to client inquiries, and maintaining accurate records. While they do not provide investment advice or execute trades, they play a crucial role in ensuring smooth day-to-day operations of the office and excellent client service. This position is often an entry point for those interested in the financial services industry.

What is the difference between Non Registered Client Service Associate vs Registered Client Service Associate?

AspectNon Registered Client Service AssociateRegistered Client Service Associate
CredentialsTypically no licensing requiredRequires FINRA registration and licenses (e.g., Series 7, 63)
Work EnvironmentClient support, account management, administrative tasksClient advising, investment transactions, compliance oversight
Employer & Industry UsageUsed in banks, brokerages, financial firms for support rolesUsed in similar settings but with client advisory responsibilities
Search & Comparison IntentCommonly compared for entry-level roles without licensingCompared when discussing licensed client service roles

The main difference between a Non Registered Client Service Associate and a Registered Client Service Associate lies in licensing requirements and responsibilities. Non Registered roles focus on client support and administrative tasks without licensing, while Registered roles involve licensing, client advising, and investment transactions. Both roles are essential in financial services but differ in scope and regulatory requirements.

What cities are hiring for Non Registered Client Service Associate jobs? Cities with the most Non Registered Client Service Associate job openings:
What states have the most Non Registered Client Service Associate jobs? States with the most job openings for Non Registered Client Service Associate jobs include:
Infographic showing various Non Registered Client Service Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 73% Full Time, 17% Part Time, 1% Temporary, and 8% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $57,604 per year, or $27.7 per hour.
Client Service Associate

Client Service Associate

Morgan Stanley

Menlo Park, CA

$34K/yr

Other

Posted 6 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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.
We are seeking both Registered and Non-Registered Client Services Associates for our branches.
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, processing money movement transactions as an example
  • 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
Additional responsibilities and requirements for a Registered Client Service Associate
  • 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
  • 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
  • Strong industry, product, and branch procedures knowledge
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65)
Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • 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
Reports to:
  • Business Service Manager

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 $34,320 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).

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