Wealth Client Services Associate | Private Wealth Support

711 MS Smith Barney, LLC; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to provide exceptional client service to advisors and teams, handling routine inquiries, account information, and onboarding in a fast-paced environment.

You will process money movements, answer questions about accounts, and educate clients on digital tools while supporting marketing and client-service initiatives.

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) required.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities and managed accounts.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general questions about client accounts and balances.
• Enter profile information and pre-fill documents per direction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account objectives and risk tolerance.
• Assist with marketing and website maintenance.
• Stay current on policies, procedures and new platforms.
• Support firm initiatives and special projects as directed.

Skills

Financial services knowledge

Microsoft Office

Attention to detail

Interpersonal skills

Time management

Team player

Multitasking

Communication skills

Goal oriented

Education

High School Diploma/Equivalency

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

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to provide exceptional client service to advisors and teams, handling routine inquiries, account information, and onboarding in a fast-paced environment.

You will process money movements, answer questions about accounts, and educate clients on digital tools while supporting marketing and client-service initiatives.