Morgan Stanley
Client Service Associate
Medford, Oregon · On-site · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling client requests and account-related tasks.
What you'll do
- Support client relationships and handle requests such as money movement, account questions, documentation, and digital-tool enrollment.
- Provide administrative support, including calls, calendar coordination, travel itineraries, and expense reports.
- Support team business plans and marketing activities, and stay current on policies, procedures, and platforms.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, communication, interpersonal, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative