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Senior Client Service Associate – Wealth Management

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-08-27
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle money movements, answer questions about accounts, and help with onboarding and documentation.

The role emphasizes client-first service, strong communication, MS Office proficiency, and the ability to multitask in a fast-paced environment. Previous financial services experience and relevant licenses are preferred.

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Position Requirements
10+ Years work experience
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