Wealth Management Associate — Client Experience Lead

PowerToFly; Middleton (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is hiring a Senior Client Service Associate to support Financial Advisors and Private Wealth teams. You will help deliver an exceptional client experience, manage meetings, and assist with digital marketing, portfolio tools and financial planning.

You will cultivate relationships, prepare client reports, and ensure timely follow-ups while staying current on policies and platforms to deliver value in a fast-paced environment.

Qualifications

• Experience supporting wealth management teams and clients.
• Proven ability to manage multiple tasks with accuracy.
• Proficiency with MS Office and wealth tools is preferred.

Responsibilities

• Provide senior client service coverage for FAs/PWAs/teams.
• Cultivate relationships with clients and colleagues.
• Support in digital marketing, portfolio tools and reports.
• Prepare for meetings and track follow-ups, ensuring timely actions.
• Assist with various client reports and financial planning tasks.
• Stay current on policies, platforms and best practices.

Skills

Leadership

Financial products

Tech savviness

Attention to detail

MS Office

Communication

Time management

Team collaboration

Adaptability

Goal oriented

Tools

MS Excel

Job description

Morgan Stanley is hiring a Senior Client Service Associate to support Financial Advisors and Private Wealth teams. You will help deliver an exceptional client experience, manage meetings, and assist with digital marketing, portfolio tools and financial planning.

You will cultivate relationships, prepare client reports, and ensure timely follow-ups while staying current on policies and platforms to deliver value in a fast-paced environment.