Wealth Management Client Experience Lead

711 MS Smith Barney, LLC; Bloomfield Hills (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

Morgan Stanley in the United States seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, coordinating meetings, and assisting with digital marketing, portfolio holdings, and financial planning.

The ideal candidate has 5+ years in a related field, a four-year degree or professional certification, and relevant securities 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), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
• Strong leadership skills in a financial services context
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Proficiency with MS Office (especially Excel) and internet applications
• Excellent writing, interpersonal and client service skills
• Strong time management and multitasking abilities
• Team player with collaborative mindset
• Ability to thrive in a fast-paced, evolving environment
• Goal oriented and self-motivated

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FA/PWA/team in enhancing client relationships and delivering exceptional client experience
• Assist in meeting preparation and tracking follow-ups
• Ensure client service functions are performed timely and assign work as needed
• Provide backup coverage for routine client service tasks and digital tools enrollment
• Stay current on policies, procedures and platforms and share best practices

Skills

Client service

Relationship building

Financial knowledge

MS Office

Attention to detail

Time management

Communication

Team player

Fast-paced environment

Self-motivated

Education

Bachelor degree or professional certification preferred

Job description

Morgan Stanley in the United States seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, coordinating meetings, and assisting with digital marketing, portfolio holdings, and financial planning.

The ideal candidate has 5+ years in a related field, a four-year degree or professional certification, and relevant securities licenses.