Senior Wealth Management Associate: Client Experience Lead

Morgan Stanley; Miami Beach (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley in Miami Beach seeks a Wealth Management Associate to support FAs/PWAs and teams, building trusted client relationships and delivering exceptional service. You will assist in digital marketing, portfolio holdings and financial planning activities.

You will contribute to client communications, meetings, and reporting while supporting business development and client experience initiatives in a fast-paced environment.

Qualifications

• Requires 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 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with business partners and colleagues internally and externally.
• Assist in delivering client service and tracking follow-ups.
• Support business development and marketing efforts, including digital and in-person strategies.
• Prepare and review client reports or financial plans from firm-approved systems.

Skills

Strong leadership skills

Interpersonal skills

Client service

MS Excel

Education

Four-year college degree

Professional certification preferred

Tools

MS Office

MS Excel

Job description

Morgan Stanley in Miami Beach seeks a Wealth Management Associate to support FAs/PWAs and teams, building trusted client relationships and delivering exceptional service. You will assist in digital marketing, portfolio holdings and financial planning activities.

You will contribute to client communications, meetings, and reporting while supporting business development and client experience initiatives in a fast-paced environment.