Wealth Management Associate — Client Experience Lead

Morgan Stanley; Metairie (LA); On-site; USD 70,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a senior Wealth Management Service professional in Metairie to back FAs/PWAs/teams. The role emphasizes delivering exceptional client experiences, maintaining client relationships, and supporting in digital marketing, portfolio tools, and financial planning.

Ideal candidates will have 5+ years of experience, a four-year degree or equivalent certifications, and active securities licenses.

Qualifications

• 5+ years of work experience in a field relevant to the position
• 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 business partners
• Support the FA/PWA/team in enhancing client relationships and delivering exceptional service
• Prepare for regular meetings and track follow-ups
• Assist with digital marketing, portfolio holdings, and proposal tools
• Organize and execute against business plans with stakeholders
• Prepare client reports or financial plans from firm-approved systems
• Assist with research using firm-approved systems

Skills

Leadership

Financial services knowledge

MS Excel

Client service

Time management

Team player

Adaptable

Education

Bachelor's degree

Licenses: Series 7/66/63/65

Tools

MS Office

Firm-approved systems

Job description

Morgan Stanley is seeking a senior Wealth Management Service professional in Metairie to back FAs/PWAs/teams. The role emphasizes delivering exceptional client experiences, maintaining client relationships, and supporting in digital marketing, portfolio tools, and financial planning.

Ideal candidates will have 5+ years of experience, a four-year degree or equivalent certifications, and active securities licenses.