Senior Wealth Management Client Services Lead

Morgan-Stanley; Newport Beach (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow-ups.

Ideal candidates have 5+ years in Wealth Management support, required licenses (Series 7/66/63/65), and strong MS Office skills. The position emphasizes accuracy, teamwork, and adaptable governance within a fast-paced

Qualifications

• Requires 5+ years of experience in a relevant field.
• Bachelor degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and 65 (RA) required.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams.
• Support business development through marketing and reporting.
• Prepare client meetings and follow-ups; deliver timely service.
• Assist with digital and in-person marketing strategies.
• Contribute to research and client reporting activities.

Skills

Leadership

Client service

Interpersonal skills

Time management

Team player

Adaptability

Fast-paced environment

Education

Bachelor degree or professional certification

Series 7/66/63/65 licenses

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow-ups.

Ideal candidates have 5+ years in Wealth Management support, required licenses (Series 7/66/63/65), and strong MS Office skills. The position emphasizes accuracy, teamwork, and adaptable governance within a fast-paced