Senior Private Wealth Client Service Associate

Socket.dev; Miami Beach (FL); On-site; USD 75,000 - 95,000; Full time

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth teams. The role emphasizes client-first service, strong relationship skills, and reliable administration, with licensing requirements and a focus on digital tools adoption.

Responsibilities include account navigation, money movement, and educational support for clients, while contributing to team marketing efforts and policy updates.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses (Series 7 and Series 66 or Series 63 and 65) required.
• Minimum 5 years of industry experience across financial services.
• Sound knowledge of equities, bonds, options, mutual funds and annuities.
• Excellent writing, interpersonal and client-service skills.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and build trusted relationships.
• Process money movements and relay account information to clients.
• Educate clients on digital tools and onboarding requirements.
• Assist with calendar management, travel, expense reports, and admin tasks.
• Stay current on policies and participate in firm initiatives.

Skills

Client service

Interpersonal skills

Time management

Written communication

Multitasking

Team player

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 Office

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth teams. The role emphasizes client-first service, strong relationship skills, and reliable administration, with licensing requirements and a focus on digital tools adoption.

Responsibilities include account navigation, money movement, and educational support for clients, while contributing to team marketing efforts and policy updates.