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Wealth Management Client Experience Lead

Job in Colchester, Chittenden County, Vermont, 05446, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80700 - 89800 USD Yearly USD 80700.00 89800.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Wealth Management Associate to support FAs/PWAs and teams with client service, digital marketing, and financial planning tasks. The role emphasizes building trusted client relationships and delivering an exceptional client experience.

The candidate will assist in meetings, handle follow-ups, and back up transactional tasks while staying current on policies and platforms in a fast-paced environment.

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