Wealth Management Client Services Associate

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Disability Insurance

Life Insurance

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisors and Private Wealth Teams. You will interact with clients, execute money movements, explain account balances, and help enroll clients in digital tools while supporting marketing efforts.

The role requires strong writing, organization, and time-management skills, with Mandarin ability and a willingness to pursue Series 7/66/63/65 licenses as needed.

Qualifications

• High school diploma required; college degree preferred.
• Must be legally authorized to work in the United States without sponsorship.
• Willingness to obtain Series 7/66/63/65 licenses as applicable.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and support daily client needs.
• Execute money movement transactions and relay account information.
• Educate clients on digital tools and assist with marketing initiatives.
• Handle inbound/outbound calls, calendar management, and travel logistics.
• Prepare expense reports and support in-office administrative tasks.

Skills

Interpersonal skills

Organizational skills

Time management

Multitasking

Mandarin

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisors and Private Wealth Teams. You will interact with clients, execute money movements, explain account balances, and help enroll clients in digital tools while supporting marketing efforts.

The role requires strong writing, organization, and time-management skills, with Mandarin ability and a willingness to pursue Series 7/66/63/65 licenses as needed.