Senior Wealth Management Associate: Client Experience Leader

711 MS Smith Barney, LLC; United States; On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will cultivate trusted relationships with clients, prepare for meetings, and help deliver an exceptional client experience across digital tools and portfolio platforms.

In this role you will assist in business development efforts, coordinate marketing activities, and stay current on policies and platforms while maintaining strong organizational and communication skills to

Qualifications

• 5+ years of work experience in a field relevant to the position
• Active Series 7 and Series 66 or Series 63 and 65 licenses required
• Four-year college degree or professional certification preferred
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FA/PWA/team to enhance client relationships by delivering exceptional service
• Assist in preparing for regular meetings and tracking follow-ups
• Ensure client service functions are performed in a timely manner and assign work daily
• Provide backup coverage for client service associate tasks as needed, including money movement and digital tools enrollment
• Stay current on policies and share reminders and best practices with the team
• Assist with business plan execution and marketing activities (conferences, seminars, webinars, websites, emails)
• Prepare and review client reports or financial plans from firm-approved systems
• Assist with research using firm-approved systems
• Participate in client and prospective client meetings representing the service lens

Skills

Client service

Relationship building

Leadership

MS Office

Excel

Interpersonal skills

Time management

Team player

Multi-tasking

Adaptable

Fast-paced

Education

Bachelor's degree

Professional certification

Tools

MS Excel

MS Online

Firm systems

Job description

Morgan Stanley is seeking a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will cultivate trusted relationships with clients, prepare for meetings, and help deliver an exceptional client experience across digital tools and portfolio platforms.

In this role you will assist in business development efforts, coordinate marketing activities, and stay current on policies and platforms while maintaining strong organizational and communication skills to