Client Services Associate - Wealth Management Support

Morgan Stanley; Tampa (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley in Tampa seeks a Registered Client Service Associate to help shape the client experience through elevated care and engagement. You will assist with onboarding, account maintenance, and processing requests, while leveraging the firm’s services and digital tools to support client needs.

The role emphasizes strong communication, accuracy, and teamwork as you partner with Financial Advisors to deliver comprehensive service and guidance to clients across banking products, investments,

Qualifications

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

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify services and solutions to support clients’ needs including banking products and digital offerings.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including documentation and risk assessment.
• Input orders and discuss reinvestment options and corporate actions with advisors.
• Prepare financial plans and client reports for meetings.
• Review and act on client account alerts.

Skills

Client service

Communication

Organization

MS Office

Teamwork

Attention to detail

Education

Series 7/63/65/66 licenses

High School Diploma/Equivalency

Tools

Morgan Stanley platforms

MS Office (Outlook, Excel)

Job description

Morgan Stanley in Tampa seeks a Registered Client Service Associate to help shape the client experience through elevated care and engagement. You will assist with onboarding, account maintenance, and processing requests, while leveraging the firm’s services and digital tools to support client needs.

The role emphasizes strong communication, accuracy, and teamwork as you partner with Financial Advisors to deliver comprehensive service and guidance to clients across banking products, investments,