Wealth Client Services Associate

Morgan-Stanley; Boca Raton (FL); Sur place; USD 52 000 - 80 000; Plein temps

Résumé du poste

Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education while maintaining accurate client data and calendars.

The role emphasizes strong interpersonal skills, organizational abilities, and the ability to multitask in a fast-paced environment, with opportunities to contribute to

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail-oriented with strong organizational and communication skills.

Responsabilités

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions and relay account info.
• Enter profile information or pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts collecting required documentation.
• Manage calendar, travel itineraries, and expense reports; assist with in-office tasks.
• Support marketing efforts and stay updated on policies and new platforms.

Connaissances

Series 7

Series 66

Series 63

Series 65

Financial products

Microsoft Office

Strong writing

Interpersonal skills

Time management

Team player

Client service

Formation

High School Diploma/Equivalency

College degree preferred

Outils

MSOnline

eSign

eAuthorization

Description du poste

Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education while maintaining accurate client data and calendars.

The role emphasizes strong interpersonal skills, organizational abilities, and the ability to multitask in a fast-paced environment, with opportunities to contribute to