Client Experience Architect — Registered CSA

Morgan-Stanley; Bradenton (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Employee benefits

Training programs

Professional development

Job summary

Morgan Stanley in Bradenton, FL seeks a Registered Client Service Associate to support client relationships, onboarding, and account administration. You will process inquiries, guide clients through digital tools, and assist Financial Advisors with plans and reports while maintaining accuracy and compliance across daily activities.

The role requires Series 7/66/63/65 licenses or equivalent, strong communication, and a client-first approach in a fast-paced environment with ongoing training and

Qualifications

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Two or more years of industry experience preferred.
• High School Diploma required; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and service.
• Onboard and maintain client accounts, collect documentation and process requests.
• Input orders, discuss reinvestment options and corporate actions with advisors.
• Prepare client reports and materials for meetings; manage account alerts.

Skills

Client service

Communication

Microsoft Office

Team player

Education

High School Diploma

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Bradenton, FL seeks a Registered Client Service Associate to support client relationships, onboarding, and account administration. You will process inquiries, guide clients through digital tools, and assist Financial Advisors with plans and reports while maintaining accuracy and compliance across daily activities.

The role requires Series 7/66/63/65 licenses or equivalent, strong communication, and a client-first approach in a fast-paced environment with ongoing training and