Client-First Wealth Management Associate
Listed on 2026-10-06
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Finance & Banking
Morgan Stanley in Portland, ME seeks a seasoned service professional to support Financial Advisor teams, focusing on client experience, marketing, and planning tools. This role emphasizes building trusted relationships and delivering timely client service in a fast-paced environment.
Key duties include supporting client meetings, preparing materials, and coordinating between partners while leveraging MS Office and digital platforms. Strong communication and teamwork are essential for success.
We have an opening for a Client-First Wealth Management Associate in Portland, ME, United States within Management & Operations, Sales.
All applications are reviewed carefully by our team.
The position is based in Portland, ME, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 68..
We aim to respond to suitable candidates as soon as possible.
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