Client-Driven Wealth Management Associate

Socket.dev; Pittsburgh (Allegheny County); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley in the United States seeks a Senior Client Service professional to support Financial Advisors and Private Wealth Advisors in daily client service, digital marketing, portfolio tools, and financial planning. You will cultivate relationships, prepare for meetings, and manage follow-ups while staying current on firm policies and platforms.

The role emphasizes client-first service, cross-team collaboration, and ability to multitask in a fast-paced environment, with opportunities to

Qualifications

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues
• Support the FA/PWA/team in enhancing client relationships by delivering an exceptional client experience
• Assist in preparing for regular meetings and tracking follow-ups
• Ensure client service functions are performed timely and assign work to team members as needed
• Provide backup coverage for traditional client service duties as requested
• Stay current on policies and new platforms and share best practices with team
• Assist with organizing and executing marketing strategies including events, websites, social media, and emails
• Prepare and review client reports or financial plans from firm-approved systems
• Participate in firm initiatives and special projects as directed by local management

Skills

Leadership

Financial products knowledge

Technical platforms

Attention to detail

MS Excel

Writing and interpersonal skills

Time management

Team collaboration

Adaptability

Goal orientation

Education

Bachelor’s degree or professional certification preferred

Active Series 7 and Series 66 or Series 63 and Series 65 licenses required

Tools

MS Excel

MS Office

Job description

Morgan Stanley in the United States seeks a Senior Client Service professional to support Financial Advisors and Private Wealth Advisors in daily client service, digital marketing, portfolio tools, and financial planning. You will cultivate relationships, prepare for meetings, and manage follow-ups while staying current on firm policies and platforms.

The role emphasizes client-first service, cross-team collaboration, and ability to multitask in a fast-paced environment, with opportunities to