Client Service Associate - Financial Advisory Support

Morgan Stanley; Vancouver (WA); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to provide exceptional client service and support FAs/PWAs/teams daily. You will build trusted relationships, educate clients on digital tools, and assist with account onboarding and servicing needs.

The role emphasizes strong interpersonal skills, organization, and the ability to work in a fast-paced financial environment with a client-first mindset.

Qualifications

• High School Diploma or Equivalency required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions as requested by client or FA/PWA/team.
• Answer general non-investment questions about client accounts and relay stock positions/balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting information and documentation.
• Provide clients with details around account information (objectives, risk tolerance).
• Accept or enter unsolicited/ solicited orders as directed.
• Support FAs/PWAs/teams' marketing and business plans.
• Stay current on policies, procedures, and new platforms.

Skills

Financial services knowledge

Detail oriented

Microsoft Office

Exceptional writing/interpersonal

Time management

Team player

Multitasking

Customer service mindset

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66/63/65 licenses

Tools

Microsoft Office

Excel

PowerPoint

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to provide exceptional client service and support FAs/PWAs/teams daily. You will build trusted relationships, educate clients on digital tools, and assist with account onboarding and servicing needs.

The role emphasizes strong interpersonal skills, organization, and the ability to work in a fast-paced financial environment with a client-first mindset.