Wealth Management Client Services Associate

Morgan Stanley; Sarasota (FL); On-site; USD 40,000 - 65,000; Full time

Job summary

Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries.

The role emphasizes accuracy, strong interpersonal skills, and the ability to multitask in a fast-paced environment, with exposure to a wide range of financial products and services.

Qualifications

• 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Team player with ability to collaborate and work in a fast-paced environment.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details about account objectives and risk tolerance.
• Accept and enter unsolicited or solicited orders as directed.
• Support marketing strategies and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties as directed.

Skills

Interpersonal skills

Client service

Attention to detail

Organizational skills

Multitasking

Team player

Communication skills

Adaptability

Goal oriented

Education

College degree preferred

Series 7 license

Series 66 license or Series 63/65

Tools

Microsoft Office

Job description

Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries.

The role emphasizes accuracy, strong interpersonal skills, and the ability to multitask in a fast-paced environment, with exposure to a wide range of financial products and services.