Senior Client Service & Wealth Support Associate

Socket.dev; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Fort Lauderdale seeks a Senior Registered Client Service Associate to support Financial Advisors and teams with daily client service tasks. You will help build trusted relationships, facilitate account activity, and educate clients on digital tools.

The role emphasizes client-first service, cross-functional collaboration, and adherence to policies while handling administrative duties and facilitating smooth operations for a busy financial advisory team.

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Active Series 7 and Series 66/63/65 licenses or equivalents expected.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions and relay account information to clients.
• Educate or enroll clients in digital tools and onboard new accounts.
• Maintain client accounts and support administrative tasks as directed by the FA/PWA/team.

Skills

Interpersonal skills

Client service

Time management

Communication

Detail oriented

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Morgan Stanley in Fort Lauderdale seeks a Senior Registered Client Service Associate to support Financial Advisors and teams with daily client service tasks. You will help build trusted relationships, facilitate account activity, and educate clients on digital tools.

The role emphasizes client-first service, cross-functional collaboration, and adherence to policies while handling administrative duties and facilitating smooth operations for a busy financial advisory team.