Client Service Specialist - Banking & Wealth Solutions
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-08-20
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley in Sarasota, FL is seeking a Registered Client Service Associate to help shape the client experience through elevated care. The role supports onboarding, documentation, and risk assessment while handling client inquiries and requests under the guidance of Financial Advisors.
Qualified candidates will have Series 7/66 or 63/65 licenses, strong communication and organizational skills, and a customer-focused mindset. This full-time role offers growth opportunities within the firm.
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