Morgan Stanley
Client Service Associate
Sarasota, Florida · On-site · Full-time · Posted Sep 21, 2026
- Education
- High School Diploma/Equivalency
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling routine account needs and building client relationships.
What you'll do
- Support client relationships by processing requested money movements, answering general non-investment account questions, and helping clients use digital tools.
- Provide clerical and administrative support, including preparing account documentation, managing calendars and calls, and coordinating travel and expenses.
- Support team marketing and business plans, maintain current knowledge of firm policies and platforms, and participate in firm initiatives.
What they ask for
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Strong organizational, interpersonal, writing, client service, and time management skills
Nice to have
- College degree
- Industry experience
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative