Senior Wealth Management Client Services Specialist

Morgan-Stanley; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley in Morristown, NJ seeks a Wealth Management Associate who will support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, prepare meetings, reports, and assist with digital tools and marketing initiatives.

Strong communication, organization, and proficiency with MS Office and Excel are essential. You will collaborate across teams to deliver superior service in a fast-paced environment and help implement client-ready plans and proposals.

Qualifications

• Participation in client meetings and service delivery with FA/PWA teams.
• Strong leadership and knowledge of financial products.
• Proficient with MS Office, Excel, and internet applications.
• Excellent writing and interpersonal skills.
• Highly organized with strong time management and multi-tasking abilities.

Responsibilities

• Support FAs/PWAs/teams by managing client relationships and meeting prep.
• Assist with business development, digital marketing, and client reporting.
• Help implement marketing strategies, conferences, websites, and webinars.
• Provide backup client service coverage and responsive follow-up.

Skills

Leadership

Interpersonal skills

Client service

Time management

Team player

Multitasking

Adaptable

Tools

MS Office

MS Excel

Internet applications

Job description

Morgan Stanley in Morristown, NJ seeks a Wealth Management Associate who will support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, prepare meetings, reports, and assist with digital tools and marketing initiatives.

Strong communication, organization, and proficiency with MS Office and Excel are essential. You will collaborate across teams to deliver superior service in a fast-paced environment and help implement client-ready plans and proposals.