Wealth Management Client Experience Specialist

PowerToFly; New Orleans (LA); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes client relations, efficient administration, and handling daily office tasks to enable teams to serve clients effectively.

Responsibilities include client communication, account support, digital tool education, and calendar/expense management. A strong emphasis on accuracy, organization, and professional writing is required, with opportunities

Qualifications

• High School Diploma or equivalent required.
• College degree preferred for advancement.
• Willingness to obtain Series 7 and Series 66/63 and 65 as applicable.
• Must be legally authorized to work in the United States.

Responsibilities

• Provide client service coverage for FA/PWA/team and maintain relationships.
• Process money movement requests for clients as directed.
• Answer general questions about accounts and balances.
• Enter client profile information and documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and website updates.
• Assist teams in achieving business plans and client service models.
• Stay current on policies, procedures and platform changes.
• Participate in training and special projects as directed.
• Handle inbound/outbound calls and scheduling.
• Manage calendars and coordinate meetings with logistics.
• Prepare travel itineraries and expense reports.
• Provide in-office support tasks (copying, filing, scanning).
• Submit expense reports as directed.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Detail oriented

Team player

Communication skills

Problem solving

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes client relations, efficient administration, and handling daily office tasks to enable teams to serve clients effectively.

Responsibilities include client communication, account support, digital tool education, and calendar/expense management. A strong emphasis on accuracy, organization, and professional writing is required, with opportunities