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Lateral Partner Opportunity
GPAC
Saint Louis, MO
- $150,000 to $250,000 USD / year
Join a collaborative and entrepreneurial platform that allows you to maintain autonomy over your practice while leveraging the support, infrastructure, and reputation of an established firm.
Added 1 min ago
Associate Actuary - Wholesale & Specialty Insurance
Munich Re Careers
Philadelphia, PA · Chicago, IL · Hartford, CT · Princeton, NJ · New York, NY
The Associate Actuary role will have a significant supporting role in the pricing and monitoring of the Wholesale & Specialty Insurance (WSI) business.
Added 1 min ago
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Associate Veterinarian
GPAC
Jonesboro, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Paragould, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Brookland, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Pocahontas, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Walnut Ridge, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Jonesboro, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Blytheville, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Kennett, MO
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Trumann, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 1 min ago
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Associate Veterinarian
GPAC
Searcy, AR
- $100,000 to $150,000 USD / year
A well-established, full-service veterinary hospital is seeking an Associate Veterinarian to join its experienced and supportive team. This practice is known for delivering high-quality…
Added 2 mins ago
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Data Visualization Specialist
Guidehouse Inc.
VA
- $98,000 to $163,000 USD / year
Apply descriptive and diagnostic analysis, and support forecasting where appropriate.
Added 3 mins ago
Home Health Branch Coordinator
Humana
Boynton, FL
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 3 mins ago
Senior Vendor Management Professional
CDO 1, LLC
Remote, United States
Own the end-to-end vendor lifecycle for the hub business, including intake of business needs, sourcing support, onboarding, ongoing management, renewal, and offboarding.
Added 3 mins ago
Home Health Occupational Therapist Home Health
Humana
Christiansburg, VA
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 3 mins ago
Home Health Physical Therapist Assistant
Humana
Christiansburg, VA
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 3 mins ago
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Home Health Physical Therapist Assistant
Humana
Tallahassee, FL
- $64,000 to $87,500 USD / year
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 3 mins ago
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Associate Attorney - Defense
GPAC
Carrizo Springs, TX
- $100,000 to $135,000 USD / year
We are seeking a motivated and detail-oriented Associate Attorney with 1 - 3 years of litigation experience to join our growing defense litigation practice. The ideal candidate will have…
Added 3 mins ago
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Associate Attorney - Defense
GPAC
Uvalde, TX
- $100,000 to $135,000 USD / year
We are seeking a motivated and detail-oriented Associate Attorney with 1 - 3 years of litigation experience to join our growing defense litigation practice. The ideal candidate will have…
Added 4 mins ago
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Associate Attorney - Defense
GPAC
Del Rio, TX
- $100,000 to $135,000 USD / year
We are seeking a motivated and detail-oriented Associate Attorney with 1 - 3 years of litigation experience to join our growing defense litigation practice. The ideal candidate will have…
Added 4 mins ago
HB
Customer Service Officer
Hanmi Bank
Artesia, CA
- $36,000 to $55,000 USD / year
…to business/commercial, and other banking partners to meet client…
Added 4 mins ago
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Associate Attorney - Defense
GPAC
Ozona, TX
- $100,000 to $135,000 USD / year
We are seeking a motivated and detail-oriented Associate Attorney with 1 - 3 years of litigation experience to join our growing defense litigation practice. The ideal candidate will have…
Added 6 mins ago
Sr. Systems Engineer - CCA
TD SYNNEX CALA, Inc.
Miramar, FL
Work with partners to size and configure solutions, aligning modules, bundles, licensing and bills of materials (BOM) with client needs.
Added 6 mins ago
Relationship Associate - Power
Citi
NY · New York
Comprehensive knowledge of the client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the…

Closed listing

Morgan Stanley

Part-Time Client Service Associate

Tacoma, WA, United States
Tacoma, United States

Salary range for the position: [$55,000 - $95,000] Yr. · Part-time

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: Salary range for the position: [$55,000 - $95,000] Yr.
Job type: Part-time
Closing date: May 4, 2027
Posting language: English
Posted: Nov 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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