Wealth Management Client Services Lead
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-08-22
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley Wealth Management is seeking an experienced Associate to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tools, and financial planning. The role involves building trusted relationships with clients, coordinating meetings, and delivering timely service.
The ideal candidate has 5+ years of relevant experience, a Bachelor's degree or professional certification, and required securities licenses.
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