Client Experience Architect – Financial Services

Morgan-Stanley; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Naples, FL to support Financial Advisors by cultivating client relationships, onboarding accounts, and processing client requests in a fast-paced environment.

The role requires credentials such as Series 7 and either Series 66 or 63/65, and a mix of industry experience. A college degree is preferred, and the team emphasizes accuracy, collaboration, and strong client service.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and by handling client requests.
• Onboard and maintain client accounts, collect information, process money movements, and handle estate needs as needed.
• Prepare client reports and materials for meetings and respond to client inquiries with guidance from Financial Advisors.

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Naples, FL to support Financial Advisors by cultivating client relationships, onboarding accounts, and processing client requests in a fast-paced environment.

The role requires credentials such as Series 7 and either Series 66 or 63/65, and a mix of industry experience. A college degree is preferred, and the team emphasizes accuracy, collaboration, and strong client service.