Senior Client Service Associate, Wealth Advisory
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Sales
Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Bradenton, FL. The role emphasizes client-first service, accurate processing of accounts, and education on digital tools to enhance client experiences.
The position requires licensure (Series 7/66 or 63/65) and at least five years of industry experience, with strong knowledge of financial products and MS Office proficiency to support daily advisory activities.
We have an opening for a Senior Client Service Associate, Wealth Advisory Support in Bradenton, FL, United States within Sales.
All applications are reviewed carefully by our team.
The position is based in Bradenton, FL, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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