Client Services Pro — Wealth & Banking Solutions

711 MS Smith Barney, LLC; Boyette (FL); On-site; USD 52,000 - 82,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to strengthen client relationships and support advisory teams in delivering a high standard of service. You will process client requests, onboard new accounts, and coordinate with Financial Advisors to meet client needs.

The role emphasizes compliance, accurate documentation, and proactive client communication, with opportunities for growth through firm resources, training, and digital tools like Morgan Stanley Online and Mobile.

Qualifications

• Active Series 7 and additional state licenses are required or preferred.
• 2+ years of industry experience is preferred.
• Knowledge of financial services products including equities and funds.
• Excellent client service, writing, and interpersonal skills.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts, gather documentation, and process requests.
• Support financial advisors with planning, reporting, and client meetings.
• Coordinate marketing activities and client events, and manage schedules.
• Maintain compliance with firm policies and handle daily operational tasks.

Skills

Series 7

Series 66

Series 63

Series 65

Microsoft Office

Communication skills

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to strengthen client relationships and support advisory teams in delivering a high standard of service. You will process client requests, onboard new accounts, and coordinate with Financial Advisors to meet client needs.

The role emphasizes compliance, accurate documentation, and proactive client communication, with opportunities for growth through firm resources, training, and digital tools like Morgan Stanley Online and Mobile.