Wealth Client Experience Lead

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

Job summary

Morgan Stanley seeks a Wealth Management Associate to support Financial Advisor teams, focusing on client service, digital marketing, portfolio tools, and financial planning.

You will build trusted client relationships, assist in meeting preparations, and help manage ongoing service delivery in a fast-paced environment. This role emphasizes collaboration, organization, and strong communication skills.

Qualifications

• Strong leadership skills.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new platforms.
• Detail oriented with superior organizational skills.
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing client relationships by providing an exceptional client experience.
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Ensuring all client service functions are performed in a timely manner, assigning work daily.
• Providing backup coverage for client service responsibilities, such as money movement transactions, digital tools enrollment, and entering orders.
• Remaining current on policies, procedures and new platforms and sharing reminders with the team.
• Assisting with organization and execution of digital and in-person marketing strategies including conferences, seminars or webinars.
• Preparing and reviewing client reports or financial plans from firm-approved systems.
• Assisting with research using firm-approved systems.

Skills

Leadership

Financial products knowledge

Tech savvy

Detail orientation

MS Office

Writing skills

Time management

Team player

Adaptability

Goal oriented

Tools

MS Excel

Job description

Morgan Stanley seeks a Wealth Management Associate to support Financial Advisor teams, focusing on client service, digital marketing, portfolio tools, and financial planning.

You will build trusted client relationships, assist in meeting preparations, and help manage ongoing service delivery in a fast-paced environment. This role emphasizes collaboration, organization, and strong communication skills.