Private Wealth Client Services Associate

Morgan-Stanley; Naples (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling day-to-day client inquiries.

You will manage administrative tasks, execute money movements, onboard clients, educate on digital tools, maintain records, and contribute to marketing efforts while staying compliant with firm policies. Strong interpersonal skills and MS Office proficiency are essential.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7, 66, 63 and 65 preferred.
• Knowledge of financial services products and client documentation processes.
• Strong written and interpersonal skills, detail oriented and organized.

Responsibilities

• Provide service coverage for FAs/PWAs/teams, handling client inquiries.
• Execute money movement transactions and relay account details to clients.
• Enter profile information and pre-fill account documentation as directed.
• Educate clients on digital tools and onboard new accounts.
• Maintain records, calendars, and prepare expense reports as needed.
• Support firm marketing initiatives and adhere to policies.

Skills

Interpersonal skills

Client service

Written communication

Time management

Multitasking

Detail orientation

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

MS Office Suite

Job description

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling day-to-day client inquiries.

You will manage administrative tasks, execute money movements, onboard clients, educate on digital tools, maintain records, and contribute to marketing efforts while staying compliant with firm policies. Strong interpersonal skills and MS Office proficiency are essential.