Wealth Client Services Specialist

Morgan-Stanley; Tacoma (WA); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Client Service Associate in Tacoma, WA to support Financial Advisors and private wealth teams. You will handle client requests, maintain accounts, and help prepare client materials for meetings.

Your role emphasizes strong communication, reliability, and teamwork to ensure clients receive timely, accurate service across Morgan Stanley Online and Mobile platforms.

Qualifications

• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and by processing requests.
• Assist with onboarding and maintaining client accounts, including documentation and risk checks.
• Input orders and discuss reinvestment options and corporate actions with Financial Advisors.
• Prepare client meetings materials and reviews of account alerts for action by Advisors.
• Support Marketing efforts and coordinate client events and seminars.

Skills

Client service

Interpersonal skills

Communication

Attention to detail

Team player

Education

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in Tacoma, WA to support Financial Advisors and private wealth teams. You will handle client requests, maintain accounts, and help prepare client materials for meetings.

Your role emphasizes strong communication, reliability, and teamwork to ensure clients receive timely, accurate service across Morgan Stanley Online and Mobile platforms.