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Client Success Associate, Financial Services

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Naples, FL seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Teams. You will handle money movement requests, maintain client accounts, educate clients on digital tools, and assist with scheduling, documentation, and administrative tasks.

Strong interpersonal skills, attention to detail, and proficiency with Microsoft Office are essential, as is an active Series 7 and Series 66/63/65 license

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Position Requirements
10+ Years work experience
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