Senior Private Wealth Client Services Associate

711 MS Smith Barney, LLC; Coral Gables (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a seasoned Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and nurturing relationships with clients and partners.

The role emphasizes marketing support, portfolio tools, and financial planning assistance, with a strong focus on accuracy, compliance, and strategic collaboration across the service team.

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) preferred.
• CPA designation may be required or beneficial.

Responsibilities

• Client service for FA/PWA/team including cultivating relationships with partners and colleagues.
• Support the FA/PWA/team in delivering against their client service model and meeting preparation.
• Assist with marketing strategies, conferences, seminars, websites, social media, and emails.
• Prepare and review client reports or financial plans from firm-approved systems.

Skills

Leadership

Financial products knowledge

MS Excel

Communication

Time management

Team player

Adaptability

Education

Bachelor degree or professional certification

Tools

MS Excel

Job description

Morgan Stanley is seeking a seasoned Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and nurturing relationships with clients and partners.

The role emphasizes marketing support, portfolio tools, and financial planning assistance, with a strong focus on accuracy, compliance, and strategic collaboration across the service team.