Wealth Management Associate — Client Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Location: City of Poughkeepsie
Morgan Stanley Wealth Management is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tooling, and financial planning tasks. The role emphasizes building trusted client relationships, staying current on policies, and delivering exceptional service.
You will collaborate with FA/PWA teams, prepare client meetings, track follow-ups, and assist with marketing efforts and reports using firm-approved
We are currently recruiting a Wealth Management Associate — Client Experience Lead for our team in City of Poughkeepsie, NY, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in City of Poughkeepsie, NY, United States.
This opportunity is part of our work in Finance, Management & Operations.
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