Senior Private Wealth Client Services Lead

Morgan-Stanley; Naples (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a senior client service-oriented professional to support Financial Advisors and Private Wealth Advisors in Naples, FL. You will cultivate client relationships, help deliver the service model, and assist with marketing, reports, and planning workflows.

The role requires strong communication, leadership, and multitasking abilities, with licensure prerequisites and a commitment to exceptional client experiences.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Bachelor's degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team, cultivating relationships with partners and clients.
• Assist in delivering the client service model, including meetings and follow-ups.
• Support digital marketing, portfolio tools, and financial planning activities.
• Prepare client reports and financial plans from firm-approved systems.
• Remain current on policies and platforms; participate in firm initiatives and training.

Skills

Client service

Leadership

Interpersonal skills

Time management

Written communication

Education

Bachelor's degree

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a senior client service-oriented professional to support Financial Advisors and Private Wealth Advisors in Naples, FL. You will cultivate client relationships, help deliver the service model, and assist with marketing, reports, and planning workflows.

The role requires strong communication, leadership, and multitasking abilities, with licensure prerequisites and a commitment to exceptional client experiences.