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Senior Wealth Management Client Services Lead

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley seeks a Wealth Management Associate to enhance client relationships and assist Financial Advisors and teams. You'll provide exceptional service while collaborating on digital marketing and financial planning efforts.

The ideal candidate has strong leadership, proficiency in financial products, and excellent client service abilities. The position is integral in supporting business development initiatives and ensuring seamless client interactions.

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Position Requirements
10+ Years work experience
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