Wealth Client Services Associate

Morgan Stanley; Pensacola (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in the Pensacola area to provide exceptional client service and daily support to Financial Advisors/Private Wealth Advisors. You will help cultivate client relationships, handle money movements, and respond to client inquiries while staying current on firm policies and digital tools.

The role emphasizes strong interpersonal skills, attention to detail, and teamwork in a fast-paced environment, with opportunities to learn and grow within Morgan

Qualifications

• High School Diploma or equivalent is required; college degree preferred.
• Willingness to obtain securities licenses (Series 7/66 or 63/65).
• Strong MS Office skills and excellent written/interpersonal communication.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivate client relationships.
• Execute money movement transactions as requested by clients/FA/PWA.
• Answer non-investment questions about client accounts and balances.

Skills

Client service

Interpersonal skills

Time management

Detail orientation

Team player

Adaptability

Writing

Education

High School Diploma/Equivalency

College degree preferred

Licensing: Series 7/66/63/65

Tools

MS Office

Zoom

Job description

Morgan Stanley is seeking a Client Service Associate in the Pensacola area to provide exceptional client service and daily support to Financial Advisors/Private Wealth Advisors. You will help cultivate client relationships, handle money movements, and respond to client inquiries while staying current on firm policies and digital tools.

The role emphasizes strong interpersonal skills, attention to detail, and teamwork in a fast-paced environment, with opportunities to learn and grow within Morgan