Client Service Advisor - Financial Services (Series 7/66)

Morgan-Stanley; Tampa (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Morgan Stanley in Tampa seeks a Registered Client Service Associate to elevate client service, process requests, onboard accounts and assist Financial Advisors with planning and client events.

You will handle inquiries, guide clients on banking products and digital offerings, and ensure documentation is complete while maintaining strong compliance with firm policies. A fast-paced environment rewards precision and collaboration.

Qualifications

• Active securities licenses (Series 7/66/63/65) or willingness to obtain
• 2+ years of industry experience preferred
• High School Diploma or equivalent; College degree preferred
• Strong writing, interpersonal and client service skills
• Detail oriented with excellent organization and prioritization
• Solid computer skills and proficiency with Microsoft Office

Responsibilities

• Cultivate and enhance client relationships through active communication and guidance
• Input client orders and discuss reinvestment options and corporate actions
• Prepare financial plans, client reports and materials for meetings
• Onboard and maintain client accounts, collect documents, assess risk, and process transactions
• Assist with firm services and digital offerings and answer client inquiries
• Support Financial Advisors with marketing materials, events and client communications
• Participate in training and firm initiatives and collaborate across teams

Skills

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Excellent written communication

Interpersonal and client service

Detail oriented

Microsoft Office

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Tampa seeks a Registered Client Service Associate to elevate client service, process requests, onboard accounts and assist Financial Advisors with planning and client events.

You will handle inquiries, guide clients on banking products and digital offerings, and ensure documentation is complete while maintaining strong compliance with firm policies. A fast-paced environment rewards precision and collaboration.