Wealth Management Associate - Client Services & Growth

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

Job summary

Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute business plans through collaboration with the team.

The candidate should have 5+ years of experience, a four-year degree or equivalent certification, and hold relevant securities licenses.

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
• Additional product licenses may be required

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting FA/PWA/team to enhance client relationships and deliver exceptional service
• Preparing for meetings and tracking follow-ups to support client service model
• Providing backup coverage for client service tasks and handling money movement where needed
• Assisting with digital and in-person marketing strategies and client reports

Skills

Leadership

Financial services knowledge

Client service

MS Excel

Digital marketing support

Education

Bachelor's degree or cert preferred

Tools

MS Office

Job description

Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute business plans through collaboration with the team.

The candidate should have 5+ years of experience, a four-year degree or equivalent certification, and hold relevant securities licenses.