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Wealth Management Client Services Specialist

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 33000 - 88000 USD Yearly USD 33000.00 88000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role focuses on building trusted relationships and a client-first mindset, handling account questions, administering transactions, and enabling digital tools.

Candidates should have a college degree, Series 7/66 or 63/65 licenses, and 2+ years of industry experience, with strong written and interpersonal

Join us at Morgan Stanley as our next Wealth Management Client Services Specialist in Tacoma, WA, United States.

All applications are reviewed carefully by our team.

The position is based in Tacoma, WA, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 33.000 - 88.000.

We aim to respond to suitable candidates as soon as possible.

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