Wealth Management Client Services Associate

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

Job summary

Morgan Stanley's Wealth Management team seeks a senior service professional to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, assisting with meetings, reporting, and digital tools, and ensuring timely client service activities.

The position emphasizes relationship cultivation, cross-functional collaboration, and strong knowledge of financial products, MS Office, and client communications in a fast-paced environment.

Qualifications

• Leads client servicing with a focus on service quality and relationship building.
• Experience with financial services products such as equities, bonds, funds and insurance.
• Proficient in MS Office and online tools; quick to learn new platforms.

Responsibilities

• Provide senior support for FAs/PWAs/teams and cultivate relationships with partners.
• Assist in delivering client service models, meetings, and follow-ups.
• Support marketing, reporting, and research tasks as directed by the FA/PWA/team.
• Prepare client reports and financial plans from firm-approved systems.

Skills

Leadership

Financial products knowledge

MS Office proficiency

Writing & interpersonal skills

Customer service

Teamwork

Multi-tasking

Adaptability

Goal orientation

Education

Participation in client meetings

Firm initiatives involvement

Tools

MS Excel

Job description

Morgan Stanley's Wealth Management team seeks a senior service professional to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, assisting with meetings, reporting, and digital tools, and ensuring timely client service activities.

The position emphasizes relationship cultivation, cross-functional collaboration, and strong knowledge of financial products, MS Office, and client communications in a fast-paced environment.