Senior Wealth Management Client Success Lead

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

Benefits offered by this job

Medical Insurance

Health Savings Account

Paid Time Off

Life Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Holidays

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and teams, delivering exceptional client service and assisting in digital marketing, portfolio tasks and reporting. The role emphasizes relationship-building, collaboration, and efficient execution of client service processes.

The position reports to the Business Service Officer and offers a comprehensive benefits package consistent with Morgan Stanley’s standards.

Qualifications

• Strong leadership and client service orientation.
• Knowledge of financial services products (equities, bonds, funds, annuities).
• Proficiency with MS Office and digital tools.
• Detail-oriented with organizational skills.

Responsibilities

• Provide senior coverage for FA/PWA/team and manage client relationships.
• Support in digital marketing, portfolio holdings, and proposals.
• Prepare client meetings and track follow-ups.
• Produce client reports and assist research as needed.

Skills

Leadership

Financial services knowledge

MS Office

MS Excel

Client service

Communication

Time management

Team player

Education

Bachelor’s degree or equivalent

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and teams, delivering exceptional client service and assisting in digital marketing, portfolio tasks and reporting. The role emphasizes relationship-building, collaboration, and efficient execution of client service processes.

The position reports to the Business Service Officer and offers a comprehensive benefits package consistent with Morgan Stanley’s standards.