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Wealth Management Associate — Client Lead

Job in City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-09-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate — Client Experience Lead
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

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Position Requirements
10+ Years work experience
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