Client Services Associate — Wealth Management Support

Morgan Stanley; Tallahassee (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Job summary

Morgan Stanley is seeking Registered Client Service Associates in Tallahassee, Florida. The role involves modernizing client experiences by assisting in account management, resolving inquiries, and collaborating with Financial Advisors.

Ideal candidates will possess client relationship management skills and relevant industry experience, along with active Series licenses. Exciting benefits and career growth opportunities are available.

Qualifications

• Active Series 7 and Series 66 or 63 and 65 licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate client relationships through active communication.
• Onboard and maintain client accounts.
• Prepare financial plans and client reports.
• Support marketing strategies by maintaining materials.

Skills

Client relationship management

Communication skills

Detail oriented

Organizational skills

Team collaboration

Education

High School Diploma or Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking Registered Client Service Associates in Tallahassee, Florida. The role involves modernizing client experiences by assisting in account management, resolving inquiries, and collaborating with Financial Advisors.

Ideal candidates will possess client relationship management skills and relevant industry experience, along with active Series licenses. Exciting benefits and career growth opportunities are available.