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Wealth Management Associate — Client Experience Lead
Job in
Middleton, Essex County, Massachusetts, 01949, USA
Listed on 2026-08-02
Listing for:
PowerToFly
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley is hiring a Senior Client Service Associate to support Financial Advisors and Private Wealth teams. You will help deliver an exceptional client experience, manage meetings, and assist with digital marketing, portfolio tools and financial planning.
You will cultivate relationships, prepare client reports, and ensure timely follow-ups while staying current on policies and platforms to deliver value in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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