Part-Time Client Services & Admin Associate

Morgan Stanley; Lake Oswego (OR); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors, Private Wealth Advisors, and teams on a daily basis. You will help build trusted client relationships, handle inquiries, and assist with account administration.

This role emphasizes strong interpersonal skills, meticulous organization, and the ability to navigate digital tools. You will participate in training, stay current with policies, and contribute to the team’s client service model in a fast-paced

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred.
• Industry experience is a plus; willingness to obtain required licenses.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions and relay account information to clients.
• Assist with client onboarding and digital tool enrollment.
• Support marketing efforts and assist with business plan delivery.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Excel

Word

PowerPoint

Zoom

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors, Private Wealth Advisors, and teams on a daily basis. You will help build trusted client relationships, handle inquiries, and assist with account administration.

This role emphasizes strong interpersonal skills, meticulous organization, and the ability to navigate digital tools. You will participate in training, stay current with policies, and contribute to the team’s client service model in a fast-paced