Wealth Management Client Experience Lead

Morgan-Stanley; Colchester (VT); On-site; USD 81,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support FAs/PWAs and teams with client service, digital marketing, and financial planning tasks. The role emphasizes building trusted client relationships and delivering an exceptional client experience.

The candidate will assist in meetings, handle follow-ups, and back up transactional tasks while staying current on policies and platforms in a fast-paced environment.

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.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with business partners.
• Assist with digital marketing, portfolio holdings and proposal tools for clients.
• Prepare for regular meetings and track follow-ups; ensure timely client service.
• Back up client service tasks such as money movements and digital tool enrollments.
• Support business development and organize marketing efforts and reports.
• Prepare client reports or financial plans using firm-approved systems.

Skills

Leadership

Client service

Time management

Interpersonal skills

Writing

Financial products knowledge

MS Excel

Education

Bachelor's degree or professional certification

Tools

MS Office

Internet applications

Job description

Morgan Stanley is seeking a Wealth Management Associate to support FAs/PWAs and teams with client service, digital marketing, and financial planning tasks. The role emphasizes building trusted client relationships and delivering an exceptional client experience.

The candidate will assist in meetings, handle follow-ups, and back up transactional tasks while staying current on policies and platforms in a fast-paced environment.