Wealth Management Associate: Client Services Lead

711 MS Smith Barney, LLC; Town of Middleton (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to support Wealth Management teams, enhancing client experiences and coordinating with Financial Advisors and Private Wealth Advisors. The role emphasizes relationship-building, digital tools, and marketing support to drive client satisfaction.

The position involves helping prepare for meetings, generating reports, and maintaining up-to-date knowledge of firm platforms and policies to deliver excellent service.

Qualifications

• Participating in client meetings and firm initiatives as requested by local management.
• Demonstrates leadership and ability to work with FA/PWA/team to serve clients.
• Strong knowledge of financial services products and platforms.

Responsibilities

• Cultivate relationships with internal and external business partners.
• Support FA/PWA/team to enhance client relationships and service.
• Prepare for regular meetings and track follow-ups to ensure timely delivery.
• Provide backup coverage for client service tasks, including money movement and digital tool education.
• Stay updated on policies and platforms; share best practices with the team.
• Assist in organizing and executing business plans with marketing and market stakeholders.

Skills

Leadership

Financial products knowledge

MS Office

Attention to detail

Client service

Time management

Teamwork

Adaptable

Fast-paced environment

Goal oriented

Tools

MS Excel

MS Office

Job description

Morgan Stanley in the United States seeks a Client Service Associate to support Wealth Management teams, enhancing client experiences and coordinating with Financial Advisors and Private Wealth Advisors. The role emphasizes relationship-building, digital tools, and marketing support to drive client satisfaction.

The position involves helping prepare for meetings, generating reports, and maintaining up-to-date knowledge of firm platforms and policies to deliver excellent service.