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Client Service Associate — Wealth Management Support

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-09-08
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 55000 - 95000 USD Yearly USD 55000.00 95000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Bellevue, WA seeks a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will manage money movements, answer questions, and maintain client records with accuracy.

The role emphasizes organization, strong written and interpersonal skills, and the ability to multi-task in a fast-paced environment. You will participate in training, support marketing efforts, and help execute the firm’s client service

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Position Requirements
10+ Years work experience
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