Senior Wealth Management Associate: Client Services & Growth

Morgan Stanley; Santa Monica (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience.

You will assist in digital marketing, portfolio holdings, proposal tools, and financial planning. As a senior member of the service team you will provide coverage for FAs/PWAs/teams, help organize business plan activities, and

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 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in enhancing client relationships with exceptional service
• Preparing for regular meetings and tracking follow-ups
• Providing backup coverage for client service tasks including money movement and digital tools enrollment
• Assisting with digital and in-person marketing strategies including conferences, webinars, websites, social media and emails
• Preparing and reviewing client reports or financial plans from firm-approved systems

Skills

Leadership

Client service

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Results driven

Education

Bachelor's degree

Series 7

Series 66

Series 63/65

Professional certification (preferred)

Tools

MS Excel

MS Office

Firm-approved systems

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience.

You will assist in digital marketing, portfolio holdings, proposal tools, and financial planning. As a senior member of the service team you will provide coverage for FAs/PWAs/teams, help organize business plan activities, and