Client Associate

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-Ljbffr