Wealth Management Client Success Associate

711 MS Smith Barney, LLC; City of Syracuse (NY); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Morgan Stanley is seeking a Wealth Management support professional to assist Financial Advisors and Private Wealth Advisors. You will help maintain client relationships, prepare for meetings, and support digital and marketing initiatives to optimize service delivery.

The role emphasizes client-first service, cross-functional collaboration, and the ability to adapt in a fast-paced environment, with opportunities to contribute to business development and reporting tasks across the team.

Qualifications

• Strong leadership skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new and updated platforms.
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.

Responsabilités

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in delivering exceptional client experience.
• Assisting in meetings preparation and tracking follow-ups.
• Ensuring client service functions are performed timely; assigning work daily as needed.
• Providing backup coverage for Client Service Associate responsibilities upon request.

Connaissances

Leadership

MS Excel

MS Office

Interpersonal skills

Client service

Detail oriented

Time management

Team player

Multi-tasking

Written communication

Outils

MS Office

Description du poste

Morgan Stanley is seeking a Wealth Management support professional to assist Financial Advisors and Private Wealth Advisors. You will help maintain client relationships, prepare for meetings, and support digital and marketing initiatives to optimize service delivery.

The role emphasizes client-first service, cross-functional collaboration, and the ability to adapt in a fast-paced environment, with opportunities to contribute to business development and reporting tasks across the team.