Entry Level Registered Client Service Associate Jobs
New grad registered client service associate jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or relevant coursework can matter more than a long resume. Most openings are on-site roles across Investment & Asset Management, with employers like Morgan Stanley and Stifel hiring at this level now.
Find JobsOverview
Open roles5
Top stateColorado
Top employerMorgan Stanley
Top cityPueblo, CO
Work type100% On-site
Top industryInvestment
Showing 5 of 5+ Entry Level Registered Client Service Associate jobs
Client Service Associate - Non-Registered Part-time
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Added 1mo ago
Stifel
Client Service Associate - Non-Registered Part-time
Pueblo, Colorado
Added 1mo ago
Registered Client Service Associate
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Added 1mo ago
Morgan Stanley
Registered Client Service Associate
Morristown, New Jersey
Added 1mo ago
Registered Client Service Associate
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Added 2mo ago
Morgan Stanley
Registered Client Service Associate
Scottsdale, Arizona
Added 2mo ago
Registered Client Service Associate
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Added 3mo ago
Morgan Stanley
Registered Client Service Associate
Raleigh, North Carolina
Added 3mo ago
Registered Client Service Associate
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Added 4mo ago
Stifel
Registered Client Service Associate
Rochester, Minnesota
Added 4mo ago
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Client Service Associate - Non-Registered Part-time
Stifel·Pueblo, Colorado
Job functions:
$45k - $55k/yr
2+ yrs exp.
On-Site
High school diploma or GED
Full Time
5,001-10,000 employees
Job Description
Why Stifel:
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For:
- Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- 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 reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
- Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
- General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2 years clerical/related industry
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Stifel
Client Service Associate - Non-Registered Part-time
Pueblo, Colorado
Added 1mo ago5,001-10,000 employees
Job functions:
$45k - $55k/yr
2+ yrs exp.
On-Site
High school diploma or GED
Full Time
Job Description
Why Stifel:
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For:
- Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- 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 reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
- Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
- General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2 years clerical/related industry
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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Top Industries Hiring
- Investment & Asset Management
Entry Level Registered Client Service Associate Jobs: Frequently Asked Questions
How do I get an entry level registered client service associate job?
Focus on building familiarity with financial products, brokerage platforms, and client communication. Employers at this level look for candidates with Series 7 or Series 66 licenses, or willingness to obtain them quickly. Internship experience at a wealth management firm, bank, or brokerage gives you a clear edge. Highlighting coursework in finance, economics, or business and demonstrating strong organizational skills rounds out a competitive application.
Which companies hire entry level registered client service associates?
Companies hiring entry level registered client service associates right now include Morgan Stanley and Stifel, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from wirehouses, regional broker-dealers, independent advisory firms, and large retail banks that run structured training programs for new associates.
Are there remote entry level registered client service associate jobs?
Yes, though most openings at this level are on-site or hybrid given the client-facing nature of the work. About 0% of entry level registered client service associate openings are remote or hybrid as of November 2026, so candidates with flexibility on location will find the widest range of opportunities, particularly at larger firms with established digital service teams.
Are these new grad registered client service associate jobs?
Yes. These roles include new grad, recent graduate, and junior positions explicitly designed for candidates stepping into the field for the first time. A new grad friendly posting typically welcomes zero to two years of experience, accepts internships or part-time brokerage work in place of full-time history, and may sponsor or support licensing costs for Series 7 or Series 66 registration.
Which industries hire the most entry level registered client service associates?
Entry Level registered client service associate roles concentrate in Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because client account management, investment servicing, and regulatory compliance needs are consistent and require dedicated entry level support staff to handle daily operations.