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Registered Client Service Associate Jobs in Fairfield, CT

Morgan Stanley

Registered CSA

Stamford, CT

$24K - $83K/yr

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.

Morgan Stanley

Registered CSA

Stamford, CT · On-site

$24K - $83K/yr

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.

Morgan Stanley

Registered CSA

Stamford, CT · On-site

$24K - $83K/yr

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.

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K - $65K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

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All JobsRegistered Client Service Associate JobsRegistered Client Service Associate Jobs in Fairfield, CT

Registered Client Service Associate information

See Fairfield, CT salary details

$10

$22

$41

How much do registered client service associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for registered client service associate in Fairfield, CT is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $25.48 per hour, depending on experience, location, and employer.

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

AspectRegistered Client Service AssociateClient Service Associate
CredentialsFINRA registration, Series 7/63 licenses often requiredTypically no licensing required
Work EnvironmentFinancial firms, banks, investment companiesBank branches, financial institutions, customer service centers
Employer & IndustryFinancial services, wealth managementBanking, retail banking, financial services
Search & ComparisonOften compared for client interaction and licensing requirementsCommonly compared for entry-level client support roles

The main difference is that Registered Client Service Associates typically hold licensing and work in financial firms handling investment-related client services, while Client Service Associates usually work in banking environments providing general customer support without licensing requirements.

What cities near Fairfield, CT are hiring for Registered Client Service Associate jobs? Cities near Fairfield, CT with the most Registered Client Service Associate job openings:
Registered Client Service Associate jobs near you
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Old Greenwich, CT

Other

Posted 10 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

40th of 138 rated financial services

Job description

Registered Client Service Associate

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

  • 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 a 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

Administrative Support

  • 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
Qualifications - External

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

Morgan Stanley

EOE committed to diversifying its workforce.

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Version: 7/10/2024

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