Morgan Stanley
Registered Client Service Associate
Tampa, Florida · On-site · Full-time · Posted Sep 24, 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 managing client service, account administration, transactions, and materials while helping develop client relationships and business growth.
What you'll do
- Maintain client relationships, process requests, resolve inquiries, and onboard and service accounts, including money movement and estate needs.
- Support client-directed orders, prepare financial plans and meeting materials, review account alerts, and identify relevant firm services.
- Assist Financial Advisors with business planning, marketing, client events, and daily administrative work.
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.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office products, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative