Senior Wealth Management Client Service Lead

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

Benefits offered by this job

Medical Insurance

Paid Time Off

401(k)

Job summary

Morgan Stanley is seeking a senior service-team member to support Financial Advisers and Private Wealth Advisors, delivering exceptional client experiences. You will assist with client meetings, digital marketing, and portfolio tools while maintaining strong relationships with internal and external partners.

Qualifications include a 5+ year background in finance, a Bachelor's degree or professional certification, and Series licenses.

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), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Proficiency with financial products and platforms.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with partners.
• Support the FA/PWA/team in delivering an exceptional client experience.
• Prepare for meetings, track follow-ups, and manage client service tasks.
• Assist with digital and in-person marketing strategies and client reports.
• Participate in firm initiatives, training, and special projects.

Skills

Interpersonal skills

Client service

Writing skills

Time management

Organizational skills

Education

Bachelor's degree or professional certification

Tools

MS Excel

Job description

Morgan Stanley is seeking a senior service-team member to support Financial Advisers and Private Wealth Advisors, delivering exceptional client experiences. You will assist with client meetings, digital marketing, and portfolio tools while maintaining strong relationships with internal and external partners.

Qualifications include a 5+ year background in finance, a Bachelor's degree or professional certification, and Series licenses.