Morgan Stanley
Registered Client Service Associate
Sarasota, Florida · On-site · Full-time · Posted Oct 21, 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
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and scheduling.
What you'll do
- Handle client service needs, including money movement, account questions, onboarding, documentation, and digital-tool education.
- Support advisors’ client relationships and business plans, including entering orders as directed and maintaining marketing materials.
- Manage administrative tasks such as calls, calendars, meeting logistics, travel itineraries, and expense reports.
What they ask for
- High school diploma or equivalency.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), strong organization, communication, and client service skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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