Client-First Wealth Management Associate

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 58,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management support professional to assist Financial Advisors/Private Wealth Advisors and teams in delivering exceptional client service. The role focuses on client relationships, digital marketing support, portfolio tools, and financial planning assistance.

As a senior member of the service team, you will help manage meetings, track follow-ups, and ensure timely completion of client service functions while supporting business development efforts and

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• 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

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing client relationships by providing an exceptional client experience.
• Assisting in delivering against the client service model and tracking follow-ups.
• Providing backup coverage for client service duties, including money movements and digital tools enrollment.
• Assisting FA/PWA/team in organizing around and executing business plans, partnering with stakeholders.
• Preparing client reports or financial plans from firm-approved systems for clients.

Skills

Experience

Leadership

Financial services knowledge

MS Office / Excel

Interpersonal skills

Time management

Team player

Adaptability

Education

Bachelor's degree or equivalent

Tools

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management support professional to assist Financial Advisors/Private Wealth Advisors and teams in delivering exceptional client service. The role focuses on client relationships, digital marketing support, portfolio tools, and financial planning assistance.

As a senior member of the service team, you will help manage meetings, track follow-ups, and ensure timely completion of client service functions while supporting business development efforts and