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Senior Wealth Management Client Services Lead
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-08-02
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley in Clayton, MO seeks a senior Wealth Management Associate to act as a trusted service partner to Financial Advisors and teams. You will cultivate client relationships, support in marketing, portfolio tools, and financial planning, and ensure timely service delivery.
The role requires 5+ years of experience, a four-year degree or equivalent certification, and licenses such as Series 7/66 or 63/65 as applicable. Strong MS Office and writing skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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