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Wealth Management Associate — Client Lead
Job in
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-09-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: City of Poughkeepsie
Morgan Stanley is seeking a Senior Client Service professional to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. You will help manage client relationships, assist with marketing activities, and prepare reports.
Strong leadership, financial product knowledge, and MS Office proficiency are essential to succeed in a fast-paced environment. You will collaborate with internal partners, manage follow-ups, and ensure timely execution of service
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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