Licensed/Registered Client Service Associate - Tampa, FL

Morgan Stanley; Orlando (FL); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Licensed/Registered Client Service Associate to join their Tampa office. This role is perfect for a self-starter passionate about helping clients achieve their financial goals. You will provide exceptional service to both institutional and retail clients, guiding them through their financial journeys. With a robust training program and collaborative environment, this position offers numerous opportunities for personal and professional growth. If you thrive in a fast-paced environment and are eager to learn, this is the ideal opportunity for you to make a meaningful impact in the financial sector.

Benefits

Paid time off

Health care plans

Insurance plans

Student loan refinancing

Fitness subsidy

401(k) with competitive matching

Access to Employee Stock Purchase Program

Series 7 and 66 licenses paid for by the firm

Qualifications

• High School Diploma required; Series 7 and 66 licenses needed.
• Exceptional interpersonal and client service skills are essential.

Responsibilities

• Provide industry-leading service to enhance client experience.
• Manage inbound calls and emails while resolving client inquiries.
• Conduct outreach to maintain strong relationships with clients.

Skills

Exceptional interpersonal skills

Client service skills

Problem-solving skills

Communication skills

Ability to handle high volume requests

Education

High School Diploma/Equivalency

Tools

Digital tools for client service

Job description

Licensed/Registered Client Service Associate - Tampa, FL

Licensed/Registered Client Service Associate - Tampa, FL

Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build your career in the financial sector? Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Licensed/Registered Client Service Associate in our Tampa, FL office starting in May 2025 to help effectively educate, service and lead clients in best managing their finances and making the most of their assets.

Position Overview:

As a Licensed/Registered Client Service Associate, you will provide industry-leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients.

The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.

How Morgan Stanley Client Services Professionals Make an Impact:

• Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities.
• Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business.
• Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment.
• Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on-the-job learning to address client investment needs.
• Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional.

A Typical Workday as a Client Service Associate:

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions.
• Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish.
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs.
• Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships.
• Engage with participants to introduce value-add wealth and liquidity solutions where appropriate.
• Process and follow-up on service requests to ensure execution in a timely manner.
• Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity.
• Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines.
• Place unsolicited trades for participants and clients of the Firm.
• Other duties as assigned.

Benefits of being a Morgan Stanley Client Service Associate:

• Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on-the-job learning.
• Obtain Series 7 and 66 licenses paid for by Morgan Stanley.
• Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more.
• Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program.

Skills You Bring:

• High School Diploma/Equivalency.
• Required Active Licenses: Series 7 and Series 66 (or 63 & 65).
• Exceptional interpersonal and client service skills.
• A passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of the firm.
• Ability to handle a high volume of requests in a fast-paced environment.
• Able to start with the firm in May 2025.

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).