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Wealth Client Services Specialist

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Banking & Finance, Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Banking & Finance, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 36000 - 85000 USD Yearly USD 36000.00 85000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Client Service Associate in Tacoma, WA to support Financial Advisors and private wealth teams. You will handle client requests, maintain accounts, and help prepare client materials for meetings.

Your role emphasizes strong communication, reliability, and teamwork to ensure clients receive timely, accurate service across Morgan Stanley Online and Mobile platforms.

This position is for the Wealth Client Services Specialist role at Morgan-Stanley.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Client Services Specialist role at Morgan-Stanley, based in Tacoma, WA, United States.

We are looking to fill the Wealth Client Services Specialist position at Morgan-Stanley in Tacoma, WA, United States.

The Wealth Client Services Specialist role at Morgan-Stanley is now open for applications in Tacoma, WA, United States.

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