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Client Success Associate, Financial Services
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-09-04
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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