Wealth Client Services Associate

Socket.dev; Fort Lauderdale (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and clients in Fort Lauderdale. The role emphasizes client relationships, accurate processing of requests, and tool enrollment.

Ideal candidates will have a strong background in financial services, notable MS Office skills, and experience delivering exceptional service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) as listed.
• At least 5 years of industry experience.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions on request.
• Answer non-investment questions about client accounts and balances.
• Onboard and maintain client accounts with required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with calendar management, travel, and expense reporting.
• Support marketing and client service initiatives for the team.

Skills

Financial products

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Multitasking

Client service

Education

High School Diploma

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and clients in Fort Lauderdale. The role emphasizes client relationships, accurate processing of requests, and tool enrollment.

Ideal candidates will have a strong background in financial services, notable MS Office skills, and experience delivering exceptional service in a fast-paced environment.