Wealth Management Associate: Client Experience & Growth

711 MS Smith Barney, LLC; Chicago (IL); On-site; USD 85,000 - 125,000; Full time

Job summary

Morgan Stanley in Chicago seeks a senior Service Associate in Wealth Management to support Advisors and teams daily, cultivate client relationships, and ensure a superior client experience through available digital tools and efficient service delivery.

Responsibilities include assisting with business development, preparing for meetings, tracking follow-ups, delivering against the service model, and coordinating marketing and reporting tasks using firm-approved systems.

Qualifications

• 5+ years of work experience in a relevant field.
• Four-year college degree or professional certification preferred.
• Active Series 7/66 or Series 63/65 licenses required.

Responsibilities

• Support FA/PWA/team to strengthen client relationships.
• Prepare for meetings and track follow-ups.
• Assist with digital marketing and client communications.
• Prepare client reports using firm-approved systems.

Skills

Leadership

Finance products knowledge

MS Office

Interpersonal skills

Time management

Team player

Adaptability

Education

Bachelor's degree

Licenses (Series 7/66/63/65)

Tools

MS Excel

CRM systems

Firm-approved systems

Job description

Morgan Stanley in Chicago seeks a senior Service Associate in Wealth Management to support Advisors and teams daily, cultivate client relationships, and ensure a superior client experience through available digital tools and efficient service delivery.

Responsibilities include assisting with business development, preparing for meetings, tracking follow-ups, delivering against the service model, and coordinating marketing and reporting tasks using firm-approved systems.