Wealth Client Experience Associate

Morgan-Stanley; Roseville (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in Roseville, CA seeks a dedicated Business Development Associate to support Financial Advisors and Private Wealth Advisors. You will build trust with clients, assist in service-level business development, and help with digital marketing, portfolio tools, and financial planning.

The role emphasizes client experience, cross-team collaboration, and efficient execution of meetings, reports, and research.

Qualifications

• 5+ years of relevant work experience.
• Four-year college degree or professional certification preferred.
• Active securities licenses (Series 7 and Series 66 or Series 63 and Series 65) required.
• Strong MS Office and internet applications skills.

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
• Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering with other market stakeholders.
• Providing backup coverage for traditional client service associate responsibilities and participating in firm initiatives.

Skills

Interpersonal skills

Client service

MS Office

MS Excel

Communication

Time management

Teamwork

Education

Bachelor's degree

Series 7

Series 66

Series 63

Series 65

Job description

Morgan Stanley in Roseville, CA seeks a dedicated Business Development Associate to support Financial Advisors and Private Wealth Advisors. You will build trust with clients, assist in service-level business development, and help with digital marketing, portfolio tools, and financial planning.

The role emphasizes client experience, cross-team collaboration, and efficient execution of meetings, reports, and research.