Morgan Stanley
Senior Registered Client Service Associate
Fort Lauderdale, Florida · On-site · Senior · Full-time · Posted Sep 8, 2026
- Experience
- At least 5 years of industry experience; strong performance in the 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 day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and coordination.
What you'll do
- Support client relationships by processing money movement, answering account questions, and assisting with account onboarding and maintenance.
- Provide clerical support for account documentation and orders, and help clients use digital tools.
- Handle administrative tasks such as calls, calendars, travel itineraries, and expense reports.
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 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
Model-written summary · the original posting is authoritative