Wealth Management Associate - Client Experience & Growth

Morgan Stanley; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in Boston seeks a Senior Service Associate in Wealth Management to support Financial Advisors and Private Wealth Advisors and their teams. You will build trusted client relationships and help deliver an exceptional client experience through collaboration with partners and ongoing training.

You will assist with digital marketing, portfolio tools, and financial planning, ensuring timely execution of tasks and effective follow-ups.

Qualifications

• Strong leadership and client service orientation.
• Knowledge of financial products including equities, bonds, funds, and insurance.
• Proficiency with MS Office and online tools.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with partners.
• Support marketing initiatives, client reports, and research tasks.

Skills

Leadership

Financial products knowledge

MS Office proficiency

Detail oriented

Writing skills

Team player

Fast-paced environment

Multi-tasking

Goal oriented

Tools

MS Excel

Office 365

Job description

Morgan Stanley in Boston seeks a Senior Service Associate in Wealth Management to support Financial Advisors and Private Wealth Advisors and their teams. You will build trusted client relationships and help deliver an exceptional client experience through collaboration with partners and ongoing training.

You will assist with digital marketing, portfolio tools, and financial planning, ensuring timely execution of tasks and effective follow-ups.