Client Services Associate - Financial Advisory
Listed on 2026-11-04
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Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Morgan Stanley in Tampa seeks a Registered Client Service Associate to support client relationships, process requests, onboard accounts, and assist Financial Advisors in delivering a high standard of service. The role emphasizes accuracy, compliance, and proactive client guidance.
The ideal candidate will hold Series licenses, bring 2+ years of industry experience, and be adept with Microsoft Office while thriving in a fast-paced environment.
We have an opening for a Client Services Associate
- Financial Advisory Support in Tampa, FL, United States within Finance, Sales.
For the Client Services Associate
- Financial Advisory Support position at 711 MS Smith Barney, LLC, we are reviewing applications now.
Step into the Client Services Associate
- Financial Advisory Support role at 711 MS Smith Barney, LLC in Tampa, FL, United States and grow with us.
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