Wealth Management Client Services Lead

Morgan-Stanley; Bloomfield Hills (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Bloomfield Hills, MI seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. You will build relationships, assist in digital marketing, portfolio tools, and financial planning, delivering an exceptional client experience.

As a senior member of the service team, you’ll enable client service, manage meetings, track follow-ups and coordinate with partners. Strong communication, organization, and MS Office proficiency are essential.

Qualifications

• 5+? years of experience? (not explicit in HTML)

Responsibilities

• Provide coverage for FA/PWA/team including cultivating relationships with business partners.
• Assist in enhancing new and existing client relationships by delivering exceptional client experience.
• Prepare for regular meetings and track follow-ups.
• Ensure client service functions are performed timely; assign work.
• Back-up coverage for client service duties as needed.
• Support business development and operational tasks including digital marketing, reports, and research.

Skills

Leadership

MS Excel

Client service

Interpersonal skills

Time management

Education

Bachelor's degree

Tools

MS Office

Internet applications

Job description

Morgan Stanley in Bloomfield Hills, MI seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. You will build relationships, assist in digital marketing, portfolio tools, and financial planning, delivering an exceptional client experience.

As a senior member of the service team, you’ll enable client service, manage meetings, track follow-ups and coordinate with partners. Strong communication, organization, and MS Office proficiency are essential.