Wealth Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle money movements, onboarding, account inquiries, and education on digital tools while maintaining profiles and supporting the team’s business plan.
A high school diploma is required, college degree preferred, Series 7/66/63/65 licensing, and 2+ years of industry experience; strong MS Office skills
We have an opening for a Wealth Client Services Associate in Kirkland, WA, United States within Finance, Sales.
Are you ready to take on the Wealth Client Services Associate role at 711 MS Smith Barney, LLC?
We would love to welcome a new Wealth Client Services Associate to our group in Kirkland, WA, United States.
For the Wealth Client Services Associate position at 711 MS Smith Barney, LLC, we are reviewing applications now.
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