Senior Client Services Specialist – Wealth Management

Morgan Stanley; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in a high-volume client-service role based in Morristown, NJ. You will help coordinate client meetings, manage follow-ups, and assist with digital tools and marketing initiatives to enhance client experiences.

The role emphasizes strong interpersonal skills, leadership, and the ability to multi-task in a fast-paced environment, with exposure to portfolio holdings, planning, and

Qualifications

• Experience supporting FAs/PWAs/teams in wealth management.
• Strong client service orientation and relationship-building.
• Proficient in MS Excel and MS Office.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Provide client support for FA/PWA/team, cultivate relationships with partners and colleagues.
• Assist in delivering client service aligned with the team model and track follow-ups.
• Provide backup coverage for client service responsibilities such as money movement, answering non-investment questions, and enrolling clients in digital tools.
• Organize and execute marketing strategies including conferences, seminars or webinars, websites and social media.

Skills

Leadership

Client service

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in a high-volume client-service role based in Morristown, NJ. You will help coordinate client meetings, manage follow-ups, and assist with digital tools and marketing initiatives to enhance client experiences.

The role emphasizes strong interpersonal skills, leadership, and the ability to multi-task in a fast-paced environment, with exposure to portfolio holdings, planning, and