Senior Wealth Management Associate Client Experience Leader

Morgan-Stanley; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

401(k) plan

Paid time off

Job summary

Morgan Stanley Wealth Management is seeking a Wealth Management Associate in Washington, DC to support Financial Advisor teams with client service, digital marketing, portfolio tools and financial planning.

You will help deliver exceptional client experiences, prepare reports, assist meetings, and maintain up-to-date knowledge of firm platforms while collaborating across partner groups. A strong service mindset and expertise in financial products are essential.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Strong leadership and client service skills.
• Knowledge of financial services products including equities, bonds, funds and insurance.

Responsibilities

• Provide client service and support for FA/PWA/team to enhance relationships.
• Assist in marketing, meetings, and reporting for existing or prospective clients.
• Prepare financial plans and client reports using firm-approved systems.
• Educate clients on digital tools and enroll them when appropriate.

Skills

Client service

Relationship building

MS Office

Financial products knowledge

Communication skills

Teamwork

Education

Bachelor's degree or professional certification

Tools

MS Office

MS Excel

CRM systems

Job description

Morgan Stanley Wealth Management is seeking a Wealth Management Associate in Washington, DC to support Financial Advisor teams with client service, digital marketing, portfolio tools and financial planning.

You will help deliver exceptional client experiences, prepare reports, assist meetings, and maintain up-to-date knowledge of firm platforms while collaborating across partner groups. A strong service mindset and expertise in financial products are essential.