Wealth Client Services Associate

Morgan Stanley; Jacksonville (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Jacksonville, FL to enhance client relationships and support Financial Advisors and Private Wealth Advisors. The role emphasizes a client-first mindset, strong interpersonal skills, and accurate handling of everyday client needs.

The position involves administrative support, process improvements, and collaboration with teams to execute the firm’s service standard. A willingness to obtain required licenses is noted.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Provide Service Coverage For a FA/PWA/team Including: support client relationships, execute money movements, answer account questions, enter profile information, educate clients on digital tools, support marketing efforts, assist with business plan delivery, stay current on policies and new platforms, participate in firm initiatives.

Skills

Detail oriented

Microsoft Office

Writing skills

Time management

Team player

Adaptable

Multi-tasking

Client service

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate in Jacksonville, FL to enhance client relationships and support Financial Advisors and Private Wealth Advisors. The role emphasizes a client-first mindset, strong interpersonal skills, and accurate handling of everyday client needs.

The position involves administrative support, process improvements, and collaboration with teams to execute the firm’s service standard. A willingness to obtain required licenses is noted.