Senior Wealth Management Client Services Lead

711 MS Smith Barney, LLC; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Disability insurance

Job summary

Morgan Stanley in Morristown is seeking a Senior Client Service Associate to support Wealth Management Advisors and teams. You will build trusted client relationships, prepare for meetings, and help with digital tools and client service delivery.

The role also involves business development support, marketing execution, and preparing client reports using firm-approved systems. Strong writing, interpersonal and organizational skills are essential.

Qualifications

• Experience supporting financial advisors and client service teams.
• Strong written and verbal communication skills.
• Proficiency with MS Office and digital tools for client service.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate client relationships.
• Prepare for meetings, track follow-ups, and handle client inquiries.
• Support marketing, reporting, and research using firm-approved systems.

Skills

Client service

Interpersonal skills

Knowledge of financial products

MS Office proficiency

Written communication

Time management

Team player

Tools

MS Office

Job description

Morgan Stanley in Morristown is seeking a Senior Client Service Associate to support Wealth Management Advisors and teams. You will build trusted client relationships, prepare for meetings, and help with digital tools and client service delivery.

The role also involves business development support, marketing execution, and preparing client reports using firm-approved systems. Strong writing, interpersonal and organizational skills are essential.