Wealth Management Client Solutions Associate

711 MS Smith Barney, LLC; West Des Moines (IA); On-site; USD 80,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to serve as the first contact for clients across accounts, planning and portfolios. This role blends relationship management with marketing prowess to deliver a high-quality client experience with timely service.

Under the guidance of Financial Advisors, you will support client meetings, develop materials, and assist in presenting investment strategies.

Qualifications

• 5+ years in client service or advisory support. Strong communication and problem solving.
• Knowledge of financial planning tools and investment products is preferred.
• Ability to work with advisors to deliver timely, accurate client experiences.

Responsibilities

• Support clients and advisors in investment planning and account servicing.
• Prepare performance reports and client communications with accuracy and clarity.
• Assist in marketing materials and client presentations for business development.
• Coordinate client meetings and events with internal teams and advisors.
• Support brokerage and advisory account activities and research.

Skills

Relationship management

Client service

Communication

Problem solving

Team collaboration

Microsoft Office

Education

Bachelor degree or professional certification

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Wealth Management Associate to serve as the first contact for clients across accounts, planning and portfolios. This role blends relationship management with marketing prowess to deliver a high-quality client experience with timely service.

Under the guidance of Financial Advisors, you will support client meetings, develop materials, and assist in presenting investment strategies.