Client Success & Services Associate

Socket.dev; Bradenton (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley, based in the United States, seeks a Registered Client Service Associate to support client relationships, process requests, and ensure compliant service delivery. This role requires knowledge of firm capabilities, cooperation with Financial Advisors, and a commitment to high standards of client care.

The CSA will onboard and maintain client accounts, assist with money movements and estate needs, and help prepare plans and reports for client meetings while promoting firm services

Qualifications

• Active FINRA licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.
• High school diploma required; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify services and digital offerings supporting client needs.
• Onboard and maintain client accounts, including documentation and money movements.
• Prepare financial plans, client reports and materials for client meetings.
• Partner with Financial Advisors to develop a business plan and deliver client service model.

Skills

Industry knowledge

Client service skills

MS Office

Communication

Attention to detail

Team collaboration

Financial products knowledge

Education

Series 7/66/63/65 licenses

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley, based in the United States, seeks a Registered Client Service Associate to support client relationships, process requests, and ensure compliant service delivery. This role requires knowledge of firm capabilities, cooperation with Financial Advisors, and a commitment to high standards of client care.

The CSA will onboard and maintain client accounts, assist with money movements and estate needs, and help prepare plans and reports for client meetings while promoting firm services