Wealth Management Associate — Client Experience Lead

Morgan Stanley; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Job summary

Morgan Stanley in Washington, DC is seeking a Wealth Management Associate to support Financial Advisors and teams with client service, digital marketing, portfolio holdings, and financial planning.

The role emphasizes building trusted client relationships, delivering an exceptional client experience, and coordinating meetings with follow-ups. Strong communication, organizational skills, and knowledge of financial products are essential.

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
• Strong leadership skills
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in enhancing client relationships by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including meetings and follow-ups
• Ensuring all client service functions are performed timely and managing daily workloads
• Providing backup coverage for standard client service associate responsibilities as needed
• Assisting in digital and in-person marketing strategies including conferences, seminars or webinars

Skills

Interpersonal skills

Client service

Time management

Team player

Adaptable

Results driven

Education

Bachelor’s degree or professional certification

Series 7

Series 66

Series 63

Series 65

Tools

MS Excel

MS Office

Digital marketing tools

Portfolio tools

Job description

Morgan Stanley in Washington, DC is seeking a Wealth Management Associate to support Financial Advisors and teams with client service, digital marketing, portfolio holdings, and financial planning.

The role emphasizes building trusted client relationships, delivering an exceptional client experience, and coordinating meetings with follow-ups. Strong communication, organizational skills, and knowledge of financial products are essential.