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Wealth Management Client Services Associate

Job in Sarasota, Manatee County, Florida, 34243, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 - 65000 USD Yearly USD 40000.00 65000.00 YEAR
Job Description & How to Apply Below
Location: Sarasota

Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries.

The role emphasizes accuracy, strong interpersonal skills, and the ability to multitask in a fast-paced environment, with exposure to a wide range of financial products and services.

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Position Requirements
10+ Years work experience
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