Senior Wealth Management Client Experience Lead

Morgan Stanley; Purchase (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisor teams and clients from the Purchase, NY area. This role emphasizes senior service coverage, relationship building, and delivering an exceptional client experience across digital marketing, portfolio tooling and financial planning tasks.

You will assist in meeting preparation, follow-ups, and client reporting, while staying current with firm policies and platforms.

Qualifications

• Experience supporting financial advisor teams and clients.
• Ability to manage multiple tasks with accuracy and timeliness.
• Strong written and verbal communication skills.

Responsibilities

• Provide coverage for FA/PWA/team, nurture client relationships.
• Support marketing, portfolio tools and financial planning activities.
• Prepare for meetings and track follow-ups with clients.
• Assist with digital tools and client reporting as needed.
• Coordinate with internal partners to deliver exceptional client service.

Skills

Client service

Financial products

MS Excel

MS Office

Interpersonal skills

Writing skills

Team player

Digital marketing

Attention to detail

Time management

Tools

CRM systems

Portfolio tools

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisor teams and clients from the Purchase, NY area. This role emphasizes senior service coverage, relationship building, and delivering an exceptional client experience across digital marketing, portfolio tooling and financial planning tasks.

You will assist in meeting preparation, follow-ups, and client reporting, while staying current with firm policies and platforms.