Wealth Management Associate: Client Experience & Support

Morgan Stanley; Santa Monica (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team guidance.

You will leverage MS Excel and portfolio tools, maintain strong client relationships, and help drive business development while meeting regulatory and firm standards.

Qualifications

• 5+ years of work experience in a field relevant to wealth management.
• Four-year college degree or professional certification preferred.
• Active securities licenses (Series 7 and Series 66/63/65) required.
• Strong leadership and client service skills.

Responsibilities

• Cultivate relationships with business partners and colleagues.
• Support FA/PWA/team to enhance client relationships and service.
• Prepare for meetings and track follow-ups in the client service model.
• Assist with marketing, reports and financial planning materials.
• Stay current on policies, platforms and best practices.

Skills

Leadership

Finance product knowledge

MS Excel

Client service

Time management

Interpersonal skills

Multi-tasking

Education

Bachelor's degree or professional certification

Tools

MS Office

Portfolio/tools software

Digital marketing tools

Financial planning software

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team guidance.

You will leverage MS Excel and portfolio tools, maintain strong client relationships, and help drive business development while meeting regulatory and firm standards.