Senior Client Service Associate, Wealth Advisory Support

Morgan Stanley; Bradenton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Bradenton, FL. The role emphasizes client-first service, accurate processing of accounts, and education on digital tools to enhance client experiences.

The position requires licensure (Series 7/66 or 63/65) and at least five years of industry experience, with strong knowledge of financial products and MS Office proficiency to support daily advisory activities.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• At least 5 years of industry experience.
• Strong knowledge of financial services products.

Responsibilities

• Provide service coverage for FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general, non-investment questions concerning client accounts and relay balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with marketing efforts and implement the team’s business plan.

Skills

Financial products knowledge

Detail orientation

MS Office proficiency

Writing and interpersonal skills

Time management

Team player

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Bradenton, FL. The role emphasizes client-first service, accurate processing of accounts, and education on digital tools to enhance client experiences.

The position requires licensure (Series 7/66 or 63/65) and at least five years of industry experience, with strong knowledge of financial products and MS Office proficiency to support daily advisory activities.