Wealth Client Experience Associate

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will handle client requests, money movements, and account inquiries while maintaining accurate profiles and documents.

The role emphasizes strong communication, attention to detail, and teamwork in a fast-paced environment. Expect opportunities to learn digital tools, support marketing activities, and participate in ongoing training programs.

Qualifications

• High School Diploma required; college degree preferred.
• Proficiency in MS Office suite; strong writing and communication skills.
• Willingness to obtain Series 7 (GS) and Series 66/63/65 within role.
• Detail-oriented with strong organizational abilities.

Responsibilities

• Provide client support for FAs/PWAs/teams and manage daily inquiries.
• Execute money movement transactions upon client/FA request.
• Enter client profile data and prepare documents.
• Educate clients on digital tools and support marketing efforts.
• Handle general administrative tasks and in-office support.

Skills

Detail oriented

Time management

Interpersonal skills

Client service

MS Office

Team player

Adaptability

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will handle client requests, money movements, and account inquiries while maintaining accurate profiles and documents.

The role emphasizes strong communication, attention to detail, and teamwork in a fast-paced environment. Expect opportunities to learn digital tools, support marketing activities, and participate in ongoing training programs.