Part-Time Client Service Associate - Wealth Management

Morgan-Stanley; Tacoma (WA); Presencial; USD 55.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental & Vision

Health Savings Account

401(k) plan with company matching

Paid time off and holidays

Descripción de la vacante

Morgan Stanley is seeking a Client Service Associate in Tacoma, WA, to support Financial Advisors, Private Wealth Advisors, and teams with day-to-day client service and administrative tasks.

The role covers client communications, money movements, document handling, and education on digital tools, with focus on accuracy, responsiveness and high service levels. Strong MS Office skills and a service mindset are essential.

Formación

• High School Diploma or equivalency required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or Series 63/65/65 license as needed.

Responsabilidades

• Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., agendas, Zoom)
• Preparing and submitting expense reports for processing
• Maintaining travel itineraries and administrative support tasks

Conocimientos

MS Office

Client service

Time management

Attention to detail

Teamwork

Educación

High School Diploma or equivalent

College degree preferred

Series 7/66 or 63/65 licenses

Descripción del empleo

Morgan Stanley is seeking a Client Service Associate in Tacoma, WA, to support Financial Advisors, Private Wealth Advisors, and teams with day-to-day client service and administrative tasks.

The role covers client communications, money movements, document handling, and education on digital tools, with focus on accuracy, responsiveness and high service levels. Strong MS Office skills and a service mindset are essential.