Client Service Associate — Wealth Management Support

Morgan-Stanley; Bellevue (WA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Prescription Drug

Dental

Vision

Health Savings Account

Paid Time Off

401(k)

Short/Long Term Disability

Parental Leave

Job summary

Morgan Stanley in Bellevue, WA seeks a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will manage money movements, answer questions, and maintain client records with accuracy.

The role emphasizes organization, strong written and interpersonal skills, and the ability to multi-task in a fast-paced environment. You will participate in training, support marketing efforts, and help execute the firm’s client service

Qualifications

• High School Diploma or Equivalency required.
• College degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65 and 65.
• Detail oriented with strong organizational skills.
• Excellent writing and client service abilities.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documents.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Administrative support: schedule, calendar, travel, expense reports, and in-office tasks.

Skills

Client service excellence

Interpersonal communication

Time management

Attention to detail

Microsoft Office

Flexibility

Fast-paced environment

Team player

Education

High School Diploma or Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Zoom

Job description

Morgan Stanley in Bellevue, WA seeks a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will manage money movements, answer questions, and maintain client records with accuracy.

The role emphasizes organization, strong written and interpersonal skills, and the ability to multi-task in a fast-paced environment. You will participate in training, support marketing efforts, and help execute the firm’s client service