Wealth Management Associate - Client Experience Leader

Morgan Stanley; Charlotte (NC); On-site; USD 55,000 - 90,000; Full time

Job summary

Morgan Stanley in Charlotte, NC seeks a seasoned Wealth Management Associate to support Financial Advisors and teams. The role emphasizes client service excellence, digital tools, and collaboration across marketing, planning, and reporting functions.

The ideal candidate will have strong interpersonal skills, a client-first mindset, and the ability to manage multiple priorities in a fast-paced environment. A four-year degree and relevant licenses are preferred or required.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Supporting FA/PWA/team to enhance client relationships and experience.
• Assisting in regular meetings and tracking follow-ups for client service."
• Ensuring all client service functions are performed timely and delegating tasks as needed.
• Providing backup coverage for client service duties including money movement and general inquiries.
• Staying current on policies and platforms and sharing best practices with the team.
• Assisting in organizing and executing marketing strategies and client events.
• Preparing client reports or financial plans using firm-approved systems.
• Participating in meetings with clients or prospects representing the service lens.

Skills

Leadership

Client service

Interpersonal skills

Written communication

Time management

Team collaboration

Adaptability

Multi-tasking

Education

Bachelor's degree or professional certification

Tools

MS Office

MS Excel

Job description

Morgan Stanley in Charlotte, NC seeks a seasoned Wealth Management Associate to support Financial Advisors and teams. The role emphasizes client service excellence, digital tools, and collaboration across marketing, planning, and reporting functions.

The ideal candidate will have strong interpersonal skills, a client-first mindset, and the ability to manage multiple priorities in a fast-paced environment. A four-year degree and relevant licenses are preferred or required.