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Senior Client Service Associate, Wealth Management Support
Job in
Winter Haven, Polk County, Florida, 33884, USA
Listed on 2026-07-20
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley in Winter Haven, FL seeks a Senior Registered Client Service Associate to provide exceptional client service and clerical support to Financial Advisors and teams. The role focuses on building trusted client relationships, handling account details, and facilitating daily service tasks.
Ideal candidates bring Series 7/66 or 63/65, strong MS Office skills, and at least five years in financial services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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