Morgan Stanley
Registered Client Service Associate
Naples, Florida · On-site · Full-time · Posted Oct 6, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
- 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
Supports Financial Advisors by servicing client relationships, processing account and transaction requests, preparing meeting materials, and handling team operations.
What you'll do
- Communicate with clients, resolve inquiries, maintain account information, and support onboarding and account servicing.
- Process client-directed orders and money movement, prepare financial plans and reports, and review account alerts.
- Support Financial Advisors with business planning, marketing, events, training, and administrative tasks.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge; strong computer skills and knowledge of Microsoft Office products.
- Exceptional writing, interpersonal, client service, organizational, and prioritization skills.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative