Senior Wealth Management Client Services Lead

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Dental & Vision

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes relationship cultivation, timely service, and collaboration with teams to advance business plans.

Qualified candidates bring 5+ years of related experience, a four-year degree, and active securities licenses. The position involves supporting digital marketing, portfolio tools, and financial planning activities while

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• 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.
• Additional product licenses may be required.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues.
• Support the FA/PWA/team in delivering an exceptional client experience.
• Assist in delivering against client service model and preparing for regular meetings.
• Ensure client service functions are performed in a timely manner and assign work as needed.
• Provide backup coverage for client service responsibilities when required.
• Stay current on policies and platforms and share best practices.

Skills

Relationship management

Client service

Interpersonal skills

Financial services knowledge

MS Office (Excel)

Communication

Time management

Education

Bachelor degree or higher

Active Series 7 and 66 or 63/65

Tools

MS Office (Excel)

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes relationship cultivation, timely service, and collaboration with teams to advance business plans.

Qualified candidates bring 5+ years of related experience, a four-year degree, and active securities licenses. The position involves supporting digital marketing, portfolio tools, and financial planning activities while