Strategic Client Service Associate – Wealth Advisory Support

Morgan Stanley

Tacoma (WA)

On-site

USD 36,000 - 85,000

Full time

6 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Morgan Stanley's Client Service Associates provide exceptional service to clients and support Financial Advisor(s) and Private Wealth Advisor(s) on a daily basis. This role builds trusted relationships through regular client interactions and a client-first mindset.

The position involves onboarding and maintaining client accounts, processing requests, preparing client reports and coordinating with the team to deliver a seamless client experience across Morgan Stanley Online and Morgan Stanley

Qualifications

Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
Two or more years of industry experience preferred.
High School Diploma/Equivalency.
College degree preferred.

Responsibilities

Cultivate and enhance client relationships through active communication and timely responses.
Identify Firm services and assist with banking products and digital offerings.
Confirm authorization and authenticate clients when processing requests.
Onboard and maintain client accounts, collecting required information and docs.
Input orders and discuss reinvestment options with Financial Advisors.
Prepare client reports and materials for meetings with clients.
Review and act on client account alerts and notifications.
Partner with Advisors to develop business plans and service model.
Support marketing by maintaining materials and planning events.
Attend training and stay current on firm policies and platforms.