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Client Services Specialist - Financial Advisor Support
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-08
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley Seattle is seeking a Client Service Associate to support Financial Advisors and clients with daily service needs. You will help cultivate relationships, process transactions, and answer client questions while onboarding new accounts and guiding clients in digital tools.
The role requires a high school diploma or equivalent, with a college degree preferred and 2+ years of industry experience. Strong MS Office skills and excellent written/interpersonal abilities are essential.
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