Wealth Management Associate — Client Experience Lead

711 MS Smith Barney, LLC; City of Poughkeepsie (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tooling, and financial planning tasks. The role emphasizes building trusted client relationships, staying current on policies, and delivering exceptional service.

You will collaborate with FA/PWA teams, prepare client meetings, track follow-ups, and assist with marketing efforts and reports using firm-approved

Qualifications

• Leadership and client-service oriented approach.
• Experience supporting FA/PWA teams and digital tools.
• Ability to learn new platforms and manage multiple priorities.

Responsibilities

• Provide coverage for an FA/PWA/team.
• Cultivate relationships with partners and colleagues.
• Support client relationships and deliver exceptional client experience.
• Prepare for meetings and track follow-ups.
• Handle money movement transactions and client inquiries as needed.
• Educate or enroll clients in digital tools.

Skills

Leadership

Client service

Interpersonal skills

Time management

Team player

Adaptability

MS Excel

MS Office

Digital tools

Financial products

Tools

MS Office

Job description

Morgan Stanley Wealth Management is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tooling, and financial planning tasks. The role emphasizes building trusted client relationships, staying current on policies, and delivering exceptional service.

You will collaborate with FA/PWA teams, prepare client meetings, track follow-ups, and assist with marketing efforts and reports using firm-approved