Client-First Wealth Management Associate

711 MS Smith Barney, LLC; Portland (ME); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley in Portland, ME seeks a seasoned service professional to support Financial Advisor teams, focusing on client experience, marketing, and planning tools. This role emphasizes building trusted relationships and delivering timely client service in a fast-paced environment.

Key duties include supporting client meetings, preparing materials, and coordinating between partners while leveraging MS Office and digital platforms. Strong communication and teamwork are essential for success.

Qualifications

• Participate in client and prospective client meetings representing the service lens.
• Support FA/PWA/team in implementing client service standards and processes.
• Keep current on policies, procedures and firm platforms; share best practices.

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in delivering exceptional client experiences.
• Prepare for regular meetings and track follow-ups for clients.
• Provide backup coverage for client service functions as needed; handle non-investment questions.
• Assist with digital marketing, portfolio tools, and financial planning tasks when required.
• Contribute to organizing business plans and marketing efforts with stakeholders.

Skills

Leadership

Client service

Excel

Financial products

Time management

Teamwork

Adaptability

Communication

Job description

Morgan Stanley in Portland, ME seeks a seasoned service professional to support Financial Advisor teams, focusing on client experience, marketing, and planning tools. This role emphasizes building trusted relationships and delivering timely client service in a fast-paced environment.

Key duties include supporting client meetings, preparing materials, and coordinating between partners while leveraging MS Office and digital platforms. Strong communication and teamwork are essential for success.