Morgan Stanley
Client Service Associate
$36K–$85K
Tacoma, Washington · On-site · Full-time · Posted Sep 14, 2026
- Experience
- Two or more years of industry experience preferred.
- 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 and Private Wealth Advisors, including handling client requests, maintaining accounts, and supporting client relationships.
What you'll do
- Process client requests and inquiries, maintain current information and documentation, and assist with banking and digital services.
- Onboard and maintain accounts, process money movement, enter client-directed orders, and prepare financial plans and meeting materials.
- Support Financial Advisors with business planning, marketing, client events, training, and daily administrative tasks.
What they ask for
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong writing, interpersonal, and client service skills; strong organizational skills and ability to prioritize.
- Strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Pay
USD $35,630 - $85,000 per year (base salary)
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative