Morgan Stanley
Senior Registered Client Service Associate
Bradenton, Florida · On-site · Senior · Full-time · Posted Oct 21, 2026
- Experience
- At least 5 years of industry experience; demonstrated strong performance in current role for the prior 2 years, if applicable.
- 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 client service and administrative support to financial advisors and their teams, including account servicing, client communications, transactions, and scheduling.
What you'll do
- Support client relationships by handling account inquiries, money movement, account onboarding and maintenance, and order entry in a clerical capacity as directed.
- Help clients use digital tools and support advisor business plans, marketing, and client service models.
- Manage administrative tasks such as calls, calendars, travel itineraries, expense reports, and document handling.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- At least 5 years of industry experience.
- High School Diploma/Equivalency.
- Demonstrated strong performance in the current role for the prior 2 years, if applicable.
Nice to have
- College degree.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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