Wealth Management Associate: Client Experience Lead

Morgan-Stanley; Town of Islip (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to provide senior client support to Financial Advisors, PWAs, and teams. You will help manage client relationships, assist with digital marketing, portfolio tools, and financial planning tasks, ensuring a client-first experience.

In this role, you will collaborate with practice strategy and branch management, prepare client reports, and help implement the service model.

Qualifications

• Strong leadership and teamwork abilities.
• Exceptional writing, interpersonal and client service skills.
• Proficiency with MS Office Suite, especially Excel, and internet applications.
• Able to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide senior-level client support to FAs/PWAs/teams, building trusted relationships.
• Assist in executing digital and in-person marketing strategies, client reports, and financial planning tools.
• Prepare for meetings, track follow-ups, and ensure timely completion of client service functions.
• Support business development initiatives and partner with internal stakeholders.

Skills

Leadership

Client service

MS Excel

MS Office

Interpersonal skills

Time management

Multi-tasking

Communication

Tools

MS Online

Job description

Morgan Stanley is seeking a Wealth Management Associate to provide senior client support to Financial Advisors, PWAs, and teams. You will help manage client relationships, assist with digital marketing, portfolio tools, and financial planning tasks, ensuring a client-first experience.

In this role, you will collaborate with practice strategy and branch management, prepare client reports, and help implement the service model.