Wealth Management Client Service Specialist
Listed on 2026-11-05
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Morgan Stanley is hiring a Client Service Associate to support Financial Advisors, PWAs and teams in Medford, Oregon. The role emphasizes building trusted client relationships and providing daily administrative and client service support.
Responsibilities include handling money movements, answering client inquiries, enrolling clients in digital tools, and assisting with marketing and broader business initiatives. A high school diploma is required, with a college degree preferred.
Step into the Wealth Management Client Service Specialist role at Morgan-Stanley in Medford, OR, United States and grow with us.
This opportunity is for the Wealth Management Client Service Specialist role at Morgan-Stanley.
We are seeking a motivated Wealth Management Client Service Specialist to join Morgan-Stanley in Medford, OR, United States.
Consider building your career as a Wealth Management Client Service Specialist at Morgan-Stanley.
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