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Client Services Associate - Wealth Team Support
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-06-26
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley in Lake Oswego, Oregon, seeks a Client Service Associate to deliver exceptional service to clients while supporting Financial Advisors. Responsibilities include enhancing client relationships, executing transactions, and covering the front desk in the Portland office.
The ideal candidate should have a High School Diploma, advanced Microsoft Office skills, and a willingness to obtain required industry certifications. This role offers a dynamic environment in a highly respected firm focused on client satisfaction.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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