Senior Wealth Management Client Services Lead

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

Job summary

Morgan Stanley in Naples, FL is seeking a senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, coordinate digital tools, and help deliver a high‑touch client service experience that aligns with the firm’s standards.

The role emphasizes collaboration, accuracy, and multi‑tasking in a fast‑paced environment, with opportunities to contribute to business development activities and client reporting under supervision of the

Qualifications

• 5+ years of work experience in a service/wealth management role.
• Bachelor's degree or professional certification preferred.
• Active Series 7 (GS) and Series 66/63/65 licenses or equivalent may be required.

Responsibilities

• Cultivate relationships with internal and external business partners to support FAs/PWAs/teams.
• Assist in improving client relationships and delivering an exceptional client experience.
• Prepare for meetings, track follow-ups, and ensure timely completion of client service tasks.
• Provide backup coverage for routine client service duties and support digital tools education.

Skills

Client service

Relationship building

Communication

Leadership

Attention to detail

Time management

Team player

Education

Bachelor's degree

Tools

MS Excel

MS Office

Job description

Morgan Stanley in Naples, FL is seeking a senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, coordinate digital tools, and help deliver a high‑touch client service experience that aligns with the firm’s standards.

The role emphasizes collaboration, accuracy, and multi‑tasking in a fast‑paced environment, with opportunities to contribute to business development activities and client reporting under supervision of the