Wealth Management Client Services Associate

Morgan Stanley; Naples (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisor teams. The role emphasizes client-first service, onboarding, and account maintenance.

You will handle money movements, respond to client inquiries, and educate clients on digital tools while staying current on policies and firm initiatives. This is a full-time on-site role located in Naples, FL.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licensure.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisor(s)/PWA/teams in cultivating and enhancing client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts and provide balances.
• Onboard and maintain client accounts in a clerical capacity.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with onboarding and collecting client information and documentation.
• Provide clients with details on their account information (objectives, risk tolerance).
• Enter orders as directed by the FA/PWA/team.
• Support marketing efforts and firm initiatives.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Attention to detail

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisor teams. The role emphasizes client-first service, onboarding, and account maintenance.

You will handle money movements, respond to client inquiries, and educate clients on digital tools while staying current on policies and firm initiatives. This is a full-time on-site role located in Naples, FL.