Wealth Client Services Associate

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

Benefits offered by this job

Medical

Dental

Vision

Health Savings Account

401(k)

Job summary

Morgan Stanley seeks a Client Service Associate to provide superior service to clients and assist Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process transactions, and support marketing efforts while maintaining strict adherence to policies and procedures.

Qualified candidates will have strong Microsoft Office skills, excellent interpersonal abilities, and Mandarin language proficiency.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65.
• Strong organization and written/oral communication skills.
• Proficiency in Microsoft Office suite and ability to multitask.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer non-investment questions and relay account information to clients.
• Enter profile data and pre-fill account documentation as directed.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing and business plan delivery for FAs/PWAs/teams.
• Stay current on policies and participate in firm initiatives.

Skills

Customer service

Microsoft Office

Communication

Team player

Multitasking

Mandarin

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley seeks a Client Service Associate to provide superior service to clients and assist Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process transactions, and support marketing efforts while maintaining strict adherence to policies and procedures.

Qualified candidates will have strong Microsoft Office skills, excellent interpersonal abilities, and Mandarin language proficiency.