Wealth Management Associate: Client Success & Growth

Morgan Stanley; Grosse Pointe (MI); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Morgan Stanley Wealth Management is seeking a senior Service Team member to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist in meetings, and manage follow-ups while coordinating digital marketing and portfolio-related tasks.

The role emphasizes strong interpersonal skills, leadership, and the ability to deliver an exceptional client experience in a fast-paced environment.

Qualifikationen

• 5+ years of work experience in a field relevant to wealth management or client services.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Aufgaben

• Provide coverage for an FA/PWA/team and cultivate relationships with internal and external partners.
• Assist in delivering an exceptional client experience and support regular client meetings and follow-ups.
• Coordinate administrative elements of digital and in-person marketing strategies and client reporting.
• Assist with research, renewals, and preparation for client meetings as directed by the FA/PWA/team.
• Participate in firm initiatives and special projects as assigned by local management.

Jobbeschreibung

Morgan Stanley Wealth Management is seeking a senior Service Team member to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist in meetings, and manage follow-ups while coordinating digital marketing and portfolio-related tasks.

The role emphasizes strong interpersonal skills, leadership, and the ability to deliver an exceptional client experience in a fast-paced environment.