Part-Time Client Service & Relationship Specialist

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

Benefits offered by this job

Medical benefits

Dental and Vision

401(k) retirement plan

Paid time off

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors and their teams, building trusted client relationships and handling daily account needs with a client-first mindset.

You will assist with money movements, answer general client questions, enroll clients in digital tools, support marketing efforts, and stay current on policies while collaborating in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Experience in client service or financial services is a plus.
• Willingness to obtain Series 7/66 or Series 63/65 licenses as applicable.

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams in cultivating and enhancing client relationships.
• Process money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions and relay account balances and positions.
• Enter profile information/pre-fill documents for client accounts.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts (website maintenance) and business plan delivery.
• Maintain up-to-date knowledge of policies and platforms.

Skills

Detail oriented

Organizational skills

Microsoft Office

Exceptional writing

Interpersonal skills

Time management

Team player

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Zoom

MS Office Suite

Job description

Morgan Stanley in the United States seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors and their teams, building trusted client relationships and handling daily account needs with a client-first mindset.

You will assist with money movements, answer general client questions, enroll clients in digital tools, support marketing efforts, and stay current on policies while collaborating in a fast-paced environment.