Senior Wealth Management Client Experience Lead

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

Job summary

Morgan Stanley in United States seeks a senior service team member to support Financial Advisors and PWAs, focusing on client experience and relationships. You will assist with digital marketing, portfolio tools, and financial planning tasks within a collaborative team.

The role requires extensive client-facing skills, industry licenses, and a track record of working in fast-paced environments. Join a leading global firm offering strong benefits and career growth opportunities.

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 by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders
• Executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems
• Participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Skills

Fluent in Spanish

Strong leadership skills

Excellent client service

Time management

Team player

Adaptable and multi-task

Excellent writing and interpersonal

Education

Four-year college degree or professional certification preferred

Series 7 (GS) and Series 66 or Series 63 and 65 required

Tools

MS Office (Excel)

Job description

Morgan Stanley in United States seeks a senior service team member to support Financial Advisors and PWAs, focusing on client experience and relationships. You will assist with digital marketing, portfolio tools, and financial planning tasks within a collaborative team.

The role requires extensive client-facing skills, industry licenses, and a track record of working in fast-paced environments. Join a leading global firm offering strong benefits and career growth opportunities.