Wealth Client Support Associate

PowerToFly; East Pensacola Heights (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to financial advisors and their teams. You will build trusted client relationships, handle inquiries, and support daily operations with a client-first mindset.

Responsibilities include assisting with client onboarding, processing money movements, calendar management, expense reports, and maintaining documentation. Strong MS Office skills and excellent written and verbal communication are essential.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Support a FA/PWA/team with client service.
• Execute money movement transactions per client request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools.
• Support marketing strategies and website maintenance.
• Assist teams in delivering against business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training or education programs and special projects.

Skills

Detail oriented

Exceptional writing

Interpersonal skills

Time management

Team player

Adaptable

Self-motivated

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Excel

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to financial advisors and their teams. You will build trusted client relationships, handle inquiries, and support daily operations with a client-first mindset.

Responsibilities include assisting with client onboarding, processing money movements, calendar management, expense reports, and maintaining documentation. Strong MS Office skills and excellent written and verbal communication are essential.