Wealth Client Services Specialist

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

Benefits offered by this job

Medical benefits

Dental & Vision

401(k)

Paid time off

Parental leave

Holiday pay

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States. The role provides service coverage for Financial Advisors and Private Wealth Advisors, handling client inquiries, transactions, and digital tool enrollment. Strong MS Office skills and Mandarin capability are essential, with education and licensing paths described.

A comprehensive benefits package accompanies the role. High School Diploma is required, a college degree is preferred, and willingness to pursue securities

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7, 66, 63 and 65 licenses.

Responsibilities

• Provide Service Coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategy and website maintenance.
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects as directed by local management.
• Answer inbound/outbound calls and schedule follow-ups as needed.
• Manage calendars, coordinate meetings and events with logistics.
• Maintain travel itineraries and prepare expense reports.
• Assist with in-office support functions (copying, filing, scanning).
• Prepare and submit expense reports for processing.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Multitask

Adaptable

Mandarin

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Series 7/66/63/65/RA licensing willingness

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in the United States. The role provides service coverage for Financial Advisors and Private Wealth Advisors, handling client inquiries, transactions, and digital tool enrollment. Strong MS Office skills and Mandarin capability are essential, with education and licensing paths described.

A comprehensive benefits package accompanies the role. High School Diploma is required, a college degree is preferred, and willingness to pursue securities