Wealth Management Associate: Client Experience Lead

Morgan Stanley; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Mor gan Stanley is seeking an experienced Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes building trusted client relationships, managing digital tools, and assisting in portfolio and planning activities.

Key duties include supporting client meetings, preparing reports and financial plans, and contributing to business development through marketing and seminars.

Qualifications

• Education/experience aligned with wealth management client servicing
• Licensing requirements include FINRA registrations listed
• Strong communication and leadership skills required

Responsibilities

• Provide senior coverage for FA/PWA/team and cultivate client relationships
• Support business development through digital marketing and client reporting
• Assist with meetings, follow-ups, and education on digital tools
• Maintain knowledge of policies, platforms, and best practices
• Assist with research and client meetings as needed

Skills

Spanish

Leadership

Financial products knowledge

MS Office proficiency

Client service

Interpersonal skills

Fast-paced environment

Education

Bachelor’s degree or professional certification preferred

Series 7

Series 66/63/65 (as applicable)

Job description

Mor gan Stanley is seeking an experienced Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes building trusted client relationships, managing digital tools, and assisting in portfolio and planning activities.

Key duties include supporting client meetings, preparing reports and financial plans, and contributing to business development through marketing and seminars.