Wealth Management Client Services Associate

Morgan-Stanley; Fort Lauderdale (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

M organ Stanley in Fort Lauderdale seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will manage routine account inquiries, money movements, and onboarding, helping clients understand their investments and tools.

The role requires strong communication, meticulous record keeping, and collaboration with teams to execute requests and advance client service.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 (or 63 and 65) required.
• At least 5 years of industry experience in financial services.
• Proven ability to handle client relationships and stay organized.
• Strong written and verbal communication; attention to detail.

Responsibilities

• Provide client support for FAs/PWAs/teams and cultivate relationships.
• Execute money movement transactions and answer account questions.
• Enter profile information and assist with onboarding and documentation.
• Educate clients on digital tools and maintain client accounts.
• Support marketing initiatives and coordinate scheduling and events.
• Prepare expense reports and assist with in-office tasks as needed.

Skills

Series 7

Series 66 / 63 / 65

Financial products knowledge

MS Office

Communication skills

Time management

Team player

Education

High School Diploma / Equivalency

College degree preferred

Tools

Microsoft Office

Job description

M organ Stanley in Fort Lauderdale seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will manage routine account inquiries, money movements, and onboarding, helping clients understand their investments and tools.

The role requires strong communication, meticulous record keeping, and collaboration with teams to execute requests and advance client service.