Senior Wealth Management Client Services Associate

Morgan Stanley; Newtown Square (Delaware County); On-site; USD 80,000 - 90,000; Full time

Job summary

A global financial services firm is seeking a Wealth Management Associate in Newtown Square, PA. This role requires strong interpersonal skills and a focus on delivering exceptional client service. Ideal candidates will have 5+ years in a relevant field, strong knowledge of financial products, and necessary licenses. The position offers an annual salary of $80,000 to $90,000.

Qualifications

• 5+ years of work experience in a relevant field.
• Strong knowledge of financial services products.
• Technically proficient in various platforms.

Responsibilities

• Provide coverage for an FA/PWA/team as a senior member of the service team.
• Support client service functions and enhance client relationships.
• Assist in executing marketing strategies and organizing events.

Skills

Strong interpersonal skills

Detail-oriented

Leadership skills

Organizational skills

Team player

Excellent client service skills

Education

Four-year college degree or professional certification

Active Series 7, 66, 63, and 65 licenses

Tools

MS Office (particularly Excel)

Job description

A global financial services firm is seeking a Wealth Management Associate in Newtown Square, PA. This role requires strong interpersonal skills and a focus on delivering exceptional client service. Ideal candidates will have 5+ years in a relevant field, strong knowledge of financial products, and necessary licenses. The position offers an annual salary of $80,000 to $90,000.