Wealth Management Client Services Lead

Socket.dev; Seven Isles (FL); On-site; USD 75,000 - 95,000; Full time

Job summary

Morgan Stanley in the United States seeks a senior client service professional to support Financial Advisors and Private Wealth Advisors. You will cultivate partner relationships and deliver exceptional client experiences, while enabling meetings, reporting, and research using firm systems.

The role emphasizes leadership, product knowledge, and the ability to manage multiple tasks in a fast-paced environment, with a focus on growth and service excellence.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Four-year college degree preferred.
• Active securities licenses required (Series 7, 66 or 63/65).
• Additional product licenses may be required.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships.
• Support client relationships with an exceptional client experience.
• Prepare for regular meetings and track follow-ups with clients.
• Ensure client service functions are performed timely and assign work as needed.
• Back up client service tasks including money movements and digital tools enrollment.
• Share policy updates and best practices with the service team.
• Assist in organizing around business plans with stakeholders.
• Execute marketing and digital outreach strategies per direction.
• Prepare and review client reports and financial plans from firm systems.
• Assist with research and participate in client meetings as needed.
• Contribute to firm initiatives and training programs.

Skills

Leadership

Financial products knowledge

Tech savvy

Detail oriented

MS Office

Writing

Time management

Team player

Adaptable

Goal oriented

Education

Bachelor's degree

Series 7/66/63/65 licenses

Tools

MS Excel

MS Office

Job description

Morgan Stanley in the United States seeks a senior client service professional to support Financial Advisors and Private Wealth Advisors. You will cultivate partner relationships and deliver exceptional client experiences, while enabling meetings, reporting, and research using firm systems.

The role emphasizes leadership, product knowledge, and the ability to manage multiple tasks in a fast-paced environment, with a focus on growth and service excellence.