Wealth Management Client Services & Strategy Associate

Morgan Stanley; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Morgan Stanley is seeking a senior member of the service team to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, maintaining relationships, and coordinating client meetings and follow-ups.

Responsibilities include assisting in marketing, portfolio tools, and financial planning, while remaining current on policies and platform updates. Strong interpersonal skills and leadership are essential.

Qualifications

• Five+ years of work experience in a relevant field.
• 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, cultivating relationships with partners and colleagues.
• Support the FA/PWA/team in delivering the client service model and preparing for meetings and follow-ups.
• Provide backup coverage for routine Client Service Associate responsibilities as needed.
• Educate or enroll clients in digital tools (e.g., MS Online).
• Assist with research and preparation of client reports or financial plans from firm-approved systems.
• Participate in firm initiatives and meetings as directed by local management.

Skills

Relationship building

Client service

Interpersonal skills

Communication

Organized

MS Office

Fast learner

Team player

Multitasking

Adaptability

Education

Four-year college degree

Professional licenses: Series 7 & 66 or Series 63 & 65

Tools

MS Excel

MS Online

Job description

Morgan Stanley is seeking a senior member of the service team to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering an exceptional client experience, maintaining relationships, and coordinating client meetings and follow-ups.

Responsibilities include assisting in marketing, portfolio tools, and financial planning, while remaining current on policies and platform updates. Strong interpersonal skills and leadership are essential.