Senior Wealth Management Support Specialist

PowerToFly; Town/Village of Harrison (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in New York area is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and coordinating client service activities.

The role focuses on client engagement, business development support, and operations, including marketing, reporting, and research using firm-approved systems. Strong leadership and knowledge of financial products are required.

Qualifications

• Participating in client meetings for service perspective.
• Participating in firm initiatives and special projects.

Responsibilities

• Provide senior service team coverage for an FA/PWA/team.
• Cultivate relationships with business partners and colleagues.
• Support marketing strategies including conferences, seminars, webinars, websites, social media and emails.
• Prepare and review client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved systems.

Skills

Leadership

Finance products

Tech savvy

Detail oriented

MS Office

Communication

Time management

Team player

Adaptable

Goal oriented

Tools

MS Excel

Job description

Morgan Stanley in New York area is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and coordinating client service activities.

The role focuses on client engagement, business development support, and operations, including marketing, reporting, and research using firm-approved systems. Strong leadership and knowledge of financial products are required.