Senior Wealth Management Client Service Associate

Morgan Stanley; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and supporting in digital marketing, portfolio holdings, and proposal tools.

You will manage client service coverage, coordinate meetings, prepare follow-ups, and support business development with data reports and research using firm-approved systems.

Qualifications

• Strong leadership and client service mindset.
• Knowledge of equities, bonds, funds, annuities, and managed accounts.

Responsibilities

• Cover FA/PWA/team and cultivate internal/external relationships.
• Prepare for meetings and track follow-ups; ensure timely client service functions.
• Back up clerical client service tasks including money movements and digital tool enrollment.
• Organize and execute marketing, conferences, and webinars and assist with client reports.
• Assist with research and preparation of financial plans using firm-approved systems.

Skills

Leadership

Finance knowledge

MS Office

Attention to detail

Communication

Teamwork

Adaptability

Goal oriented

Education

Client service experience

Tools

MS Excel

Firm systems

Job description

Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and supporting in digital marketing, portfolio holdings, and proposal tools.

You will manage client service coverage, coordinate meetings, prepare follow-ups, and support business development with data reports and research using firm-approved systems.