Wealth Management Associate — Elevate Client Experience

Morgan Stanley

Portland (ME)

On-site

USD 90,000 - 130,000

Full time

3 days ago

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Job summary

Morgan Stanley is seeking a Senior Client Service Associate to support Financial Advisors and Private Wealth Advisors in Portland, ME. You will help manage client relationships, prepare for meetings, and assist with marketing and planning tasks to enhance the client experience.

Ideal candidates demonstrate leadership, strong communication, and proficiency with MS Office and digital tools. This full-time role reports to the Business Service Officer and offers a pathway to growth within Wealth

Qualifications

Participating in client meetings and firm initiatives (training or education programs).
Ability to work with FA/PWA/team and manage multiple duties.
Strong writing, interpersonal and client service skills.

Responsibilities

Provide coverage for an FA/PWA/team and cultivate relationships with partners and colleagues.
Assist in enhancing client relationships and deliver exceptional client experience.
Prepare for regular meetings and track follow-ups; ensure timely client service tasks.
Provide backup coverage for client service activities including money movement and digital tools guidance.
Stay current on policies, procedures and platforms and share reminders with the team.