Wealth Management Client Service Specialist

Morgan Stanley; Toms River (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in New Jersey is seeking a Wealth Management Associate who will support Financial Advisors and PWAs, cultivate client relationships, and deliver a premier client experience.

You will assist with digital marketing, portfolio tools, and financial planning, coordinate meetings, prepare reports, and help implement the firm’s client service model while staying current with policies and new platforms.

Qualifications

• Strong leadership skills.

Responsibilities

• Cultivating relationships with partners and colleagues.

Skills

Strong leadership skills

Interpersonal skills

Client service skills

Detail oriented

Time management

Team player

Multi-tasking

Adaptable

Goal oriented

Written communication

Tools

MS Office

MS Excel

Job description

Morgan Stanley in New Jersey is seeking a Wealth Management Associate who will support Financial Advisors and PWAs, cultivate client relationships, and deliver a premier client experience.

You will assist with digital marketing, portfolio tools, and financial planning, coordinate meetings, prepare reports, and help implement the firm’s client service model while staying current with policies and new platforms.