Wealth Management Associate: Client Experience & Operations

Morgan Stanley; Fort Lauderdale (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley in Fort Lauderdale is seeking a Wealth Management Associate who will support Financial Advisors and Private Wealth Advisors, help maintain client relationships, and contribute to a high-touch service model across digital marketing, portfolio holdings, and proposal tools.

The role emphasizes collaboration with teams, preparation for meetings, and ensuring timely service delivery while staying current on firm policies and digital platforms.

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), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships.
• Support the FA/PWA/team in enhancing client relationships and service.
• Assist in meetings and tracking follow-ups to maintain client service model.
• Ensure timely client service functions and assign tasks as needed.
• Back up clerical client service duties such as money movements and digital tools enrollment.

Skills

Leadership

Financial products knowledge

Tech-savvy

Relationship building

Education

Bachelor's degree

Job description

Morgan Stanley in Fort Lauderdale is seeking a Wealth Management Associate who will support Financial Advisors and Private Wealth Advisors, help maintain client relationships, and contribute to a high-touch service model across digital marketing, portfolio holdings, and proposal tools.

The role emphasizes collaboration with teams, preparation for meetings, and ensuring timely service delivery while staying current on firm policies and digital platforms.