Morgan Stanley
Client Service Associate
$55K–$95K
Tacoma, Washington · On-site · Full-time · Posted Oct 28, 2026
- Experience
- No specific number of years stated.
- Education
- High School Diploma/Equivalency.
- 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 account assistance, money movement, scheduling, and client communications.
What you'll do
- Support client relationships, process requested money movement, answer general non-investment account questions, and assist with account documentation and digital tools.
- Provide administrative support by handling calls, calendars, meeting logistics, travel itineraries, expense reports, and office tasks.
- Support team marketing and business plans, stay current on policies and platforms, and participate in firm initiatives and projects.
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, prioritization, communication, client service, and time-management skills.
Nice to have
- College degree preferred.
- Industry experience is a plus.
Pay
USD 55,000 - 95,000 per year base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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