Wealth Management Associate: Client Experience Lead

Socket.dev; BLOOMINGTON (MN); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision plans

Health Savings Account

Dependant Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

10 paid holidays

401(k)

Job summary

Morgan Stanley in Bloomington, MN is seeking a senior Client Service professional to support Financial Advisors and Private Wealth Advisors, delivering a top-tier client experience. You will help manage client relationships, meetings, and digital tools, enabling the team to execute on their service model.

The role requires 5+ years of relevant experience, a four-year degree, and securities licenses (Series 7/66 or 63/65).

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with partners and colleagues
• Assist in delivering client service by preparing for meetings and tracking follow-ups
• Support marketing, reporting and research tasks as requested by the FA/PWA/team
• Participate in firm initiatives and special projects as directed by local management

Skills

Leadership

Client service

Interpersonal communication

Time management

Adaptability

Team collaboration

Education

Bachelor's degree

Series 7 & 66 (or 63/65) licenses

Tools

MS Excel

CRM systems

Job description

Morgan Stanley in Bloomington, MN is seeking a senior Client Service professional to support Financial Advisors and Private Wealth Advisors, delivering a top-tier client experience. You will help manage client relationships, meetings, and digital tools, enabling the team to execute on their service model.

The role requires 5+ years of relevant experience, a four-year degree, and securities licenses (Series 7/66 or 63/65).