Wealth Management Client Services Senior Associate

Morgan-Stanley; Santa Monica (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley in Santa Monica seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, assisting in digital marketing, portfolio holdings and planning tools.

You will build relationships, manage meetings, generate reports, and help with compliance and training, leveraging MS Office and MS Online in a fast-paced environment.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships with business partners.
• Assist in delivering client service, including meetings and follow-ups.
• Prepare for regular meetings and track follow-ups; back-up for client service duties as needed.
• Assist with digital marketing, reports, and planning tools for existing or prospective clients.

Skills

Leadership

Financial products knowledge

MS Office

Excel

Client service

Communication

Education

Bachelor's degree

Tools

MS Excel

MS Office

Job description

Morgan Stanley in Santa Monica seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, assisting in digital marketing, portfolio holdings and planning tools.

You will build relationships, manage meetings, generate reports, and help with compliance and training, leveraging MS Office and MS Online in a fast-paced environment.