Senior Client Service Associate – Wealth Management

Morgan-Stanley; Fort Lauderdale (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. You will build trusted client relationships, handle money movements, answer questions about accounts, and help with onboarding and documentation.

The role emphasizes client-first service, strong communication, MS Office proficiency, and the ability to multitask in a fast-paced environment. Previous financial services experience and relevant licenses are preferred.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66, or Series 63 and 65 is required/preferred.
• At least 5 years of industry experience in financial services.
• Solid knowledge of financial products including stocks, bonds, funds and insurance.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Provide client support for FA/PWA/team and cultivate relationships.
• Execute money movements and answer non-investment account questions.
• Onboard and maintain client accounts, collect required documents.
• Educate clients in digital tools like MSOnline, eSign, eAuthorization.
• Handle calendar, travel, expense reports, and other admin tasks.
• Support marketing efforts and collaborate with the team on business plans.

Skills

Interpersonal skills

Client service

Communication / Writing

Time management

Teamwork

Multitasking

Detail oriented

MS Office proficiency

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle money movements, answer questions about accounts, and help with onboarding and documentation.

The role emphasizes client-first service, strong communication, MS Office proficiency, and the ability to multitask in a fast-paced environment. Previous financial services experience and relevant licenses are preferred.