Wealth Management Associate: Client Service & Growth

Morgan Stanley; T4 Indian Purchase Township (ME); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a senior service-team member to support Wealth Management Advisors, PWAs, and teams. You will enhance client relationships, assist with meetings and follow-ups, and help with digital tools and portfolio tools.

The role emphasizes client-first service and collaboration across partners. The position focuses on delivering exceptional client experience, with opportunities to support marketing efforts and client reporting while working in a fast-paced environment.

Qualifications

• Strong leadership and client service skills.
• Knowledge of financial products including equities, bonds, mutual funds, and insurance.
• Technically proficient and quick learner of new platforms.
• Excellent writing and interpersonal skills.
• Ability to prioritize and manage time effectively.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships.
• Support client meetings, track follow-ups, and ensure timely service.
• Assist with marketing strategies, conferences, webinars, and digital tools.
• Prepare client reports and assist with research using firm-approved systems.

Skills

Leadership skills

Client service

Financial products knowledge

MS Excel

Interpersonal skills

Time management

Team collaboration

Adaptable in fast-paced env

Tools

MS Office

Job description

Morgan Stanley is seeking a senior service-team member to support Wealth Management Advisors, PWAs, and teams. You will enhance client relationships, assist with meetings and follow-ups, and help with digital tools and portfolio tools.

The role emphasizes client-first service and collaboration across partners. The position focuses on delivering exceptional client experience, with opportunities to support marketing efforts and client reporting while working in a fast-paced environment.