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Client Service Assistant Jobs in Renton, WA (NOW HIRING)

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ...

Morgan-Stanley

Client Service Associate

Bellevue, WA · On-site

$55 - $95/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... be able to assist clients with their everyday needs.DUTIES and RESPONSIBILITIES:CLIENT ...

Banfield

Client Service Coordinator

Tukwila, WA · On-site

$20.25 - $26.50/hr

Client Service Coordinator Careers at Banfield Pet Hospital SUMMARY OF JOB PURPOSE AND FUNCTION The ... Start your Banfield Career as a Veterinary Assistant Learn more about the impact you can make as ...

Banfield Pet Hospital

Client Service Coordinator

Tukwila, WA · On-site

$20.25 - $26.50/hr

Client Service Coordinator Careers at Banfield Pet Hospital SUMMARY OF JOB PURPOSE AND FUNCTION The ... Start your Banfield Career as a Veterinary Assistant Learn more about the impact you can make as ...

HairClub

Client Service Coordinator

Tukwila, WA · On-site

$20.50 - $26.75/hr

Greets all clients & visitors, promptly with a smile, portrays a positive attitude, and assist with ... Accurately enters all client transactions by selecting the correct performers, service/product ...

Hair Club

Client Service Coordinator

Seattle, WA · On-site

$20.50 - $26.75/hr

Greets all clients & visitors, promptly with a smile, portrays a positive attitude, and assist with ... Accurately enters all client transactions by selecting the correct performers, service/product ...

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How much do client service assistant jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client service assistant in Renton, WA is $19.05, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $21.63 per hour, depending on experience, location, and employer.

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Client Service Associate

Morgan Stanley

Seattle, WA • On-site

$55K - $95K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services

Job description

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

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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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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