Wealth Management Client Services Associate

Morgan-Stanley; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Senior Wealth Management service associate to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and coordinating across the team. The role emphasizes strong relationship building, organizational skills, and proficiency with MS Office and digital tools.

The position involves handling client communications, preparing materials for meetings, and contributing to marketing and reporting efforts within a fast-paced wealth

Qualifications

• Education and/or Experience in financial services or client support roles.
• Participating in firm initiatives, training, or education programs as directed by management.
• Strong leadership, writing, and client service skills are essential.

Responsibilities

• Provide coverage for a Financial Advisor/Private Wealth Advisor team and support client relationships.
• Assist with business development and operational support, including marketing and client reporting.
• Prepare for meetings and track follow-ups for client service activities.
• Educate clients on digital tools and assist with money movements or orders as needed.

Skills

Client service

Leadership

MS Excel

MS Office

Interpersonal skills

Time management

Team player

Adaptable

Education

Bachelor's degree

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley is seeking a Senior Wealth Management service associate to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and coordinating across the team. The role emphasizes strong relationship building, organizational skills, and proficiency with MS Office and digital tools.

The position involves handling client communications, preparing materials for meetings, and contributing to marketing and reporting efforts within a fast-paced wealth