Wealth Management Client Experience Specialist

Morgan-Stanley; Fort Lauderdale (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

Morgan Stanley in Fort Lauderdale is seeking a Wealth Management Associate to provide senior-level support to Financial Advisors and Private Wealth Advisors. You will help manage client relationships and execute marketing and operational tasks to enhance the client experience.

The role requires strong interpersonal skills, good knowledge of financial products, and proficiency with digital tools. You will coordinate meetings, prepare reports, and ensure timely follow-up.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Bachelor's degree or professional certification preferred.
• Active securities licenses (e.g., Series 7/66/63/65) required.

Responsibilities

• Provide coverage for FA/PWA/team and cultivate client relationships.
• Assist in marketing, portfolio holdings, and proposal tools.
• Prepare client meetings and track follow-ups.
• Handle money movement transactions and client inquiries as needed.
• Stay current on policies and platforms; share best practices with the team.

Skills

Client relationship management

Interpersonal skills

Digital marketing

Financial planning tools

MS Office / Excel

Effective writing

Education

Bachelor's degree or professional certification

Tools

Series 7/66/63/65 licenses

MS Office

Job description

Morgan Stanley in Fort Lauderdale is seeking a Wealth Management Associate to provide senior-level support to Financial Advisors and Private Wealth Advisors. You will help manage client relationships and execute marketing and operational tasks to enhance the client experience.

The role requires strong interpersonal skills, good knowledge of financial products, and proficiency with digital tools. You will coordinate meetings, prepare reports, and ensure timely follow-up.