Wealth Management Client Services Associate

Morgan Stanley; Miami (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships.

The ideal candidate has a High School Diploma, industry experience, and Series 7 and Series 66 licenses. Responsibilities include client support, executing transactions, and managing administrative tasks to enhance client relationships.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products like equities and bonds.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support FA/PWA/team in client relationships.
• Execute money movement transactions as requested.
• Educate clients in digital tools like MSOnline.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time-management skills

Client service skills

Team player

Education

High School Diploma/Equivalency (College degree preferred)

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships.

The ideal candidate has a High School Diploma, industry experience, and Series 7 and Series 66 licenses. Responsibilities include client support, executing transactions, and managing administrative tasks to enhance client relationships.