Morgan Stanley
Private Wealth Management Client Service Associate
$33K–$85K
Washington, District of Columbia · On-site · Full-time · Posted Sep 24, 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 client account assistance and money movement transactions.
What you'll do
- Support client relationships by handling service requests, money movement, account questions, documentation, and digital tool enrollment.
- Provide administrative support, including calls, calendar coordination, travel arrangements, expense reports, and office tasks.
- Support team marketing and business plans, and stay current on firm 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, prioritization, writing, interpersonal, and client service skills.
Nice to have
- College degree.
- Industry experience.
Pay
USD $33,280 - $85,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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