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Client Services Pro: Elevate Client Relationships
Job in
Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listed on 2026-06-03
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate (CSA) in Ponte Vedra Beach, Florida. This role focuses on modernizing client experiences and enhancing relationships through exceptional service.
The ideal candidate will have active Series 7 and Series 66 or equivalent licenses, and at least two years of industry experience. Responsibilities include supporting Financial Advisors, managing client accounts, and conducting financial planning. Strong communication and organizational skills are essential.
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