Private Wealth Client Experience Lead

711 MS Smith Barney, LLC

New York (NY)

On-site

USD 90,000 - 125,000

Full time

2 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Morgan Stanley in New York seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience. You will assist with digital marketing, portfolio tools, and financial planning while coordinating with teams.

Wealth management experience, a four-year degree or certification, and active licenses (Series 7 and 66 or 63/65) are required. This role emphasizes communication, technical aptitude, and attention to detail in a

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

Cultivating relationships with business partners and colleagues internally and externally.
Supporting the FA/PWA/team in enhancing client relationships and delivering an exceptional client experience.
Assisting with meetings and follow-ups, preparing materials and tracking outcomes.
Assisting with marketing, client reports and research as directed by the team.