Senior Wealth Management Associate – Client Experience

Morgan Stanley; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a senior service professional to support Financial Advisors and teams, focusing on delivering an exceptional client experience. You will help manage client relationships, meetings, and follow-ups while staying current with policies and new platforms.

The role emphasizes leadership, teamwork, and strong MS Office skills, including Excel, with opportunities to contribute to digital marketing and client reporting initiatives in a fast-paced environment.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• 4-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Client Service: provide coverage for an FA/PWA/team, cultivate relationships, support client service and meetings.
• Business Development Support: assist in executing marketing strategies, prepare client reports and research.
• Education, Experience, Knowledge: strong leadership, financial products knowledge, proficiency with MS Office and adaptability.

Skills

Interpersonal skills

Leadership

Team player

Detail oriented

Education

Bachelor's degree or professional certification

Series 7/66/63/65 licenses

Tools

MS Excel

Job description

Morgan Stanley Wealth Management is seeking a senior service professional to support Financial Advisors and teams, focusing on delivering an exceptional client experience. You will help manage client relationships, meetings, and follow-ups while staying current with policies and new platforms.

The role emphasizes leadership, teamwork, and strong MS Office skills, including Excel, with opportunities to contribute to digital marketing and client reporting initiatives in a fast-paced environment.