Part-Time Client Service Associate at Morgan Stanley · Lake Oswego, OR · Joined
MS
Part-Time Client Service Associate
Morgan Stanley · Lake Oswego, OR · Just now · 0 applicants
NewOn-sitePart-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Part-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Part-time Client Service Associate at Morgan Stanley's Lake Oswego office, providing daily client service and administrative support to Financial Advisors and Private Wealth Advisors, including account requests, money movement transactions, scheduling, documentation, and expense reporting. Requires a high school diploma, willingness to obtain Series 7 and Series 66/63/65 licenses, and strong Microsoft Office and clie
What you’ll do
Provide daily client service and administrative support to Financial Advisors and Private Wealth Advisors
Handle account requests and money movement transactions
Manage scheduling and documentation
Complete expense reporting
Support Financial Advisor teams in daily operations
Collaborate as a team player in a fast-paced environment
What you’ll need
High School Diploma/Equivalency
Willingness to obtain Series 7, and Series 66 or Series 63 and Series 65
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills and ability to prioritize
Ability to work in a fast-paced, evolving environment
Original job description
Morgan Stanley is a financial services company that helps clients raise, manage, and allocate capital. The Part-Time Client Service Associate provides daily client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling account requests, money movement transactions, scheduling, documentation,…