Wealth Management Associate: Client Services Lead

Morgan-Stanley; Atlanta (GA); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical

401(k)

Paid Time Off

Job summary

Morgan Stanley is seeking a Wealth Management Associate in the Atlanta area to support Financial Advisors and teams by delivering exceptional client service and assisting with digital marketing, portfolio tools, and financial planning. The role emphasizes building trusted relationships, organizing meetings, and maintaining timely client communications.

Preferred candidates have 5+ years in a related field, a four-year degree or professional certification, and relevant Series licenses.

Qualifications

• 5+ years of work experience in a field relevant to the position
• 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 client service coverage for FAs/PWAs/teams and support meetings and follow-ups
• Assist in delivering against client service model and initiate communications
• Assist in business development with digital/in-person marketing and client reports
• Participate in firm initiatives and training as directed by management

Skills

Client service

Leadership

Relationship building

Writing skills

Time management

Team player

Multi-tasking

Goal oriented

Attention to detail

Education

Bachelor’s degree or higher

Series 7

Series 66

Series 63

Series 65

Tools

MS Excel

MS Office

Internet apps

Job description

Morgan Stanley is seeking a Wealth Management Associate in the Atlanta area to support Financial Advisors and teams by delivering exceptional client service and assisting with digital marketing, portfolio tools, and financial planning. The role emphasizes building trusted relationships, organizing meetings, and maintaining timely client communications.

Preferred candidates have 5+ years in a related field, a four-year degree or professional certification, and relevant Series licenses.