Senior Wealth Management Client Service Lead

711 MS Smith Barney, LLC; Seven Isles (FL); On-site; USD 52,000 - 86,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to provide senior-level service support to Financial Advisors and private wealth teams in Florida. You will help nurture client relationships, prepare meetings, and assist with digital marketing and planning tools while collaborating across the service team in a fast-paced environment.

The role emphasizes strong interpersonal skills, attention to detail, and a client-first mindset.

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.
• Knowledge of financial services products including equities, bonds, funds, annuities, and insurance.
• Detail oriented with strong organizational and writing skills.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate client relationships.
• Support client service delivery and track follow-ups and meetings.
• Assist with digital marketing, reports, and financial planning tools.
• Prepare materials for client meetings and coordinate with team members.
• Handle administrative tasks including research and event support as directed.

Skills

Relationship management

Interpersonal skills

Time management

Written communication

Team collaboration

Adaptability

Client service mindset

Education

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Four-year college degree or professional certification preferred

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Associate to provide senior-level service support to Financial Advisors and private wealth teams in Florida. You will help nurture client relationships, prepare meetings, and assist with digital marketing and planning tools while collaborating across the service team in a fast-paced environment.

The role emphasizes strong interpersonal skills, attention to detail, and a client-first mindset.