Wealth Client Services Associate

Morgan Stanley; Naples (FL); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Morgan Stanley in Naples, FL is seeking a Registered Client Service Associate to provide exceptional service to Financial Advisors and client accounts. You will support daily client needs, process transactions, and help maintain accurate records with a client-first mindset.

The role requires college degree, active Series 7/66 or 63/65 licensing, and 2+ years in financial services. Strong communication, organization, and MS Office skills are essential as you onboard clients and support digital

Qualifications

• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).

Responsabilités

• Provide service coverage for FA/PWA/team and client accounts.
• Execute money movement transactions as requested by clients.
• Answer general non-investment questions and relay account information.
• Onboard and maintain client accounts and collect required documentation.
• Educate clients on digital tools and platforms.

Connaissances

Interpersonal skills

Client service

Organizational skills

Communication

Formation

College degree preferred

Series 7/66 or Series 63/65 licensing

Outils

MS Office

Description du poste

Morgan Stanley in Naples, FL is seeking a Registered Client Service Associate to provide exceptional service to Financial Advisors and client accounts. You will support daily client needs, process transactions, and help maintain accurate records with a client-first mindset.

The role requires college degree, active Series 7/66 or 63/65 licensing, and 2+ years in financial services. Strong communication, organization, and MS Office skills are essential as you onboard clients and support digital