Senior Wealth Management Associate - Client Experience

PowerToFly; BLOOMINGTON (MN); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

Paid Holidays

401(k)

Job summary

Morgan Stanley in Bloomington, MN seeks an experienced Senior Client Service professional to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, support meetings, and drive digital marketing efforts while ensuring accurate service delivery.

The role requires strong leadership, licensing (Series 7/66 or 63/65), and a track record of delivering exceptional client experiences in a fast-paced environment.

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 66/63/65 licenses required.
• Additional product licenses may be required.

Responsibilities

• Provide client service coverage for FA/PWA/team and maintain relationships.
• Support business development through digital and in-person marketing.
• Prepare for regular meetings and track follow-ups for clients.
• Ensure timely client service functions and delegate tasks as needed.
• Assist with money movement, questions, and enrollment in digital tools.
• Stay current on policies, procedures, and new platforms.

Skills

Client service leadership

Relationship-building

MS Office (Excel)

Attention to detail

Time management

Communication

Fast-paced environment

Education

Bachelor degree or cert

Tools

MS Office

MS Excel

Job description

Morgan Stanley in Bloomington, MN seeks an experienced Senior Client Service professional to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, support meetings, and drive digital marketing efforts while ensuring accurate service delivery.

The role requires strong leadership, licensing (Series 7/66 or 63/65), and a track record of delivering exceptional client experiences in a fast-paced environment.