Morgan Stanley
Registered Client Service Associate
Naples, Florida · On-site · Full-time · Posted Sep 1, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors and teams, including handling account needs, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships and account servicing, including money movement, account information, onboarding, and order entry under advisor direction.
- Handle client calls, digital-tool enrollment, and administrative tasks such as calendar coordination, travel, and expense reporting.
- Support advisor business plans, marketing activities, firm initiatives, and compliance with current policies and procedures.
What they ask for
- Active Series 7 (GS) license.
- Active Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Knowledge of financial services products and advanced Microsoft Office 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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