Wealth Client Services Associate

Socket.dev; Beaverton (OR); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision

401(k) Plan

Paid Time Off

Job summary

Morgan Stanley in Beaverton, Oregon seeks a Registered Client Service Associate to provide exceptional service to financial advisors and clients. You will support account activity, answer questions, and help onboard clients while maintaining strong client relationships.

In this role you will handle clerical tasks, enter documentation, and assist with calendar and travel coordination. Strong communication, organization, and a client-first mindset are essential.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) required/preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Process money movement requests and respond to non-investment questions.
• Enter profile information and pre-fill documentation in clerical capacity.
• Educate and enroll clients in digital tools; onboard and maintain client accounts.
• Assist with marketing initiatives and support the team’s business plan.
• Stay current on policies, procedures, and new platforms.

Skills

Interpersonal skills

Client service

Detail orientation

MS Office

Written communication

Time management

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66/63/65

Tools

MS Office suite

Job description

Morgan Stanley in Beaverton, Oregon seeks a Registered Client Service Associate to provide exceptional service to financial advisors and clients. You will support account activity, answer questions, and help onboard clients while maintaining strong client relationships.

In this role you will handle clerical tasks, enter documentation, and assist with calendar and travel coordination. Strong communication, organization, and a client-first mindset are essential.