Senior Wealth Management Service Associate

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

Job summary

Morgan Stanley is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors in Wealth Management. The role focuses on delivering an exceptional client experience, assisting with digital marketing, portfolio tools, and financial planning, and ensuring timely service for client relationships.

You will backstop traditional client service tasks, prepare for meetings, and coordinate follow-ups while staying current on policies and tools to drive client outcomes.

Qualifications

• Strong leadership and client service skills.
• Knowledge of equities, bonds, options, funds and insurance products.
• Proficient with MS Office, especially Excel, and online tools.

Responsibilities

• Provide coverage for FAs/PWAs/teams with a focus on exceptional client experience.
• Support in digital marketing, portfolio tools, and financial planning tasks.
• Prepare for meetings and track follow-ups; ensure timely client service.
• Assist with money movement, inquiries, and enrollment in digital tools.
• Stay updated on firm policies and new platforms; share best practices.

Skills

Leadership

Financial products knowledge

MS Excel

Interpersonal skills

Client service

Time management

Team player

Adaptable

Communication

Job description

Morgan Stanley is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors in Wealth Management. The role focuses on delivering an exceptional client experience, assisting with digital marketing, portfolio tools, and financial planning, and ensuring timely service for client relationships.

You will backstop traditional client service tasks, prepare for meetings, and coordinate follow-ups while staying current on policies and tools to drive client outcomes.