Wealth Management Associate — Client Service & Growth

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

Benefits offered by this job

Medical benefits

Paid time off & holidays

401(k) plan

Job summary

Morgan Stanley is seeking a Senior Service Associate to support Financial Advisors, PWAs, and teams. The role focuses on delivering exceptional client experiences, digital marketing assistance, and portfolio tooling while maintaining strong client relationships.

Responsibilities include supporting client service models, preparing for meetings, following up on actions, and handling administrative elements of marketing strategies.

Qualifications

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

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with business partners.
• Support client service model by preparing for meetings and tracking follow-ups.
• Assist with money movements, client questions, and enrollment in digital tools as needed.
• Organize around and execute business plans with market stakeholders and marketing efforts.
• Prepare and review client reports or financial plans from firm-approved systems.

Skills

Client service

Relationship building

Communication

Team player

Adaptable

Detail oriented

MS Excel

Education

Bachelor's degree or professional certification

Tools

MS Office

Job description

Morgan Stanley is seeking a Senior Service Associate to support Financial Advisors, PWAs, and teams. The role focuses on delivering exceptional client experiences, digital marketing assistance, and portfolio tooling while maintaining strong client relationships.

Responsibilities include supporting client service models, preparing for meetings, following up on actions, and handling administrative elements of marketing strategies.