Wealth Management Client Experience Lead

Morgan Stanley; Worcester (MA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to provide senior-level client service support to Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, manage follow-ups, and ensure timely delivery of service tasks while learning the firm’s digital tools and platforms.

You will contribute to business development and operational support by coordinating marketing initiatives, preparing client reports, and assisting with financial planning for

Qualifications

• Strong leadership abilities and client-facing experience.
• Experience supporting Financial Advisors/teams with client service activities.
• Proficiency in MS Office, Excel, and digital tools; ability to learn new platforms quickly.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate internal/external relationships.
• Support client meetings, track follow-ups, and ensure timely completion of client service tasks.
• Assist in delivering the client service model and educate clients in digital tools (e.g., MS Online).
• Organize and execute digital and in-person marketing efforts (conferences, webinars, websites, social media).
• Prepare and review client reports or financial plans using firm-approved systems.

Skills

Leadership

Client service

Communication

Time management

Teamwork

Adaptability

Attention to detail

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking a Wealth Management Associate to provide senior-level client service support to Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, manage follow-ups, and ensure timely delivery of service tasks while learning the firm’s digital tools and platforms.

You will contribute to business development and operational support by coordinating marketing initiatives, preparing client reports, and assisting with financial planning for