Wealth Management Client Services Specialist

Morgan Stanley; Tacoma (WA); On-site; USD 33,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life Insurance

401(k)

Paid time off

10 holidays

HSA

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role focuses on building trusted relationships and a client-first mindset, handling account questions, administering transactions, and enabling digital tools.

Candidates should have a college degree, Series 7/66 or 63/65 licenses, and 2+ years of industry experience, with strong written and interpersonal

Qualifications

• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship development.
• Execute money movement transactions on client request or by FA/PWA/team.
• Answer general non-investment questions about accounts and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Support marketing strategies and help implement business plans.
• Remain current on policies, procedures and new platforms.
• Participate in training and other duties directed by local management.

Skills

Interpersonal skills

Client service

MS Office

Detail oriented

Organizational skills

Multitasking

Team player

Communication

Education

College degree

Series 7 / Series 66 or Series 63 / Series 65

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role focuses on building trusted relationships and a client-first mindset, handling account questions, administering transactions, and enabling digital tools.

Candidates should have a college degree, Series 7/66 or 63/65 licenses, and 2+ years of industry experience, with strong written and interpersonal