Senior Wealth Management Client Experience Lead

Morgan-Stanley; Baltimore (MD); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

HSA

PTO

401(k)

Life insurance

Disability insurance

Holidays

Parental leave

Job summary

Morgan Stanley in Baltimore is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, assist in digital marketing, and prepare financial reports and plans with a client-first mindset.

Required are 5+ years in financial services or client service, a bachelor’s degree or certification, and active securities licenses (Series 7, 66 or 63/65). Strong writing and collaboration skills are essential.

Qualifications

• 5+ years of work experience in financial services or client services.
• Bachelor’s degree or professional certification preferred.
• Active Series 7 and Series 66 (or Series 63/65) required.
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong writing, interpersonal and client service skills.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Provide senior-level client service and support to Financial Advisors and PWAs.
• Cultivate internal and external relationships to enhance client experience.
• Prepare client meetings and follow-ups; assist with digital marketing and reporting.
• Help deliver against business plans and marketing strategies.
• Support with research using firm-approved systems and portfolio tools.

Skills

Client service

Leadership

Communication

Multitasking

Time management

Interpersonal skills

Team collaboration

Education

Bachelor's degree or certification

Series 7

Series 66/63/65

Tools

MS Excel

MS Office

Digital tools

Job description

Morgan Stanley in Baltimore is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, assist in digital marketing, and prepare financial reports and plans with a client-first mindset.

Required are 5+ years in financial services or client service, a bachelor’s degree or certification, and active securities licenses (Series 7, 66 or 63/65). Strong writing and collaboration skills are essential.