Senior Wealth Management Support Associate

Morgan Stanley; East Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley’s Wealth Management team in Florida seeks a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes client service, relationship cultivation, and back-office support to ensure timely, accurate service.

Strong communication and financial product knowledge are essential. The position requires 5+ years in a related field, a four-year degree or professional certification, and relevant securities licenses.

Qualifications

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Responsibilities

• Client Service: provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues internally and externally
• Support the FA/PWA/team in enhancing client relationships by providing an exceptional client experience
• Assist in delivering against the client service model, including preparing for meetings and tracking follow-ups
• Ensure all client service functions are performed timely and assign work as needed
• Provide backup coverage for traditional Client Service Associate responsibilities when required
• Remains current on policies, procedures and new platforms, sharing reminders and best practices

Skills

Leadership

Financial products knowledge

MS Excel

Interpersonal skills

Time management

Team player

Multi-tasking

Detail oriented

Written communication

Education

Bachelor's degree or professional certification

Tools

MS Office

Job description

Morgan Stanley’s Wealth Management team in Florida seeks a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes client service, relationship cultivation, and back-office support to ensure timely, accurate service.

Strong communication and financial product knowledge are essential. The position requires 5+ years in a related field, a four-year degree or professional certification, and relevant securities licenses.