Client Service & Onboarding Specialist

711 MS Smith Barney, LLC; Bradenton (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Florida to help shape client experiences with an elevated standard of care. You will support Financial Advisors, onboard clients, and manage accounts using firm platforms and tools.

The role emphasizes client service, documentation, and coordination of events and communications to maintain strong client relationships within a fast-paced environment.

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two+ years of industry experience preferred; college degree preferred.
• Knowledge of financial services products and strong client service skills.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling client requests.
• Onboard and maintain client accounts, collect information and documentation, and process money movements.
• Prepare client reports and materials for meetings; support Financial Advisors with account activities.

Skills

Series 7

Series 66

Series 63

Series 65

Client service

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Tools

Morgan Stanley Online

Morgan Stanley Mobile

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Florida to help shape client experiences with an elevated standard of care. You will support Financial Advisors, onboard clients, and manage accounts using firm platforms and tools.

The role emphasizes client service, documentation, and coordination of events and communications to maintain strong client relationships within a fast-paced environment.