Client Services Pro: Elevate Client Relationships

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate (CSA) in Ponte Vedra Beach, Florida. This role focuses on modernizing client experiences and enhancing relationships through exceptional service.

The ideal candidate will have active Series 7 and Series 66 or equivalent licenses, and at least two years of industry experience. Responsibilities include supporting Financial Advisors, managing client accounts, and conducting financial planning. Strong communication and organizational skills are essential.

Qualifications

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

Responsibilities

• Cultivating and enhancing client relationships.
• Supporting Financial Advisors and team marketing strategies.
• Performing administrative duties for Financial Advisors.
• Engaging in training and education programs.

Skills

Industry knowledge

Client service skills

Organizational skills

Computer skills

Collaborative skills

Detail-oriented

Goal-oriented

Education

High School Diploma or Equivalency

College degree

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate (CSA) in Ponte Vedra Beach, Florida. This role focuses on modernizing client experiences and enhancing relationships through exceptional service.

The ideal candidate will have active Series 7 and Series 66 or equivalent licenses, and at least two years of industry experience. Responsibilities include supporting Financial Advisors, managing client accounts, and conducting financial planning. Strong communication and organizational skills are essential.