Senior Client Service Associate, Wealth Management Support

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 in Fort Lauderdale, FL to provide high-quality service to clients and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling routine account activity, and supporting digital tools adoption.

The position requires strong communication, organization, and the ability to work in a fast-paced environment, with duties spanning client support and administrative tasks to

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• At least 5 years of industry experience required
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships
• Execute money movement transactions upon request
• Answer general non-investment questions and relay account details
• Onboard and maintain client accounts, collecting required documentation
• Educate or enroll clients in digital tools and platforms
• Maintain calendars, travel itineraries, and expense reporting
• Assist teams in delivering against business plans and client service models
• Stay current on policies, procedures, and platforms
• Participate in firm initiatives and special projects

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate in Fort Lauderdale, FL to provide high-quality service to clients and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling routine account activity, and supporting digital tools adoption.

The position requires strong communication, organization, and the ability to work in a fast-paced environment, with duties spanning client support and administrative tasks to