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Wealth Management Associate: Client Experience Lead
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-08-11
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley in West Des Moines, IA seeks a Wealth Management Associate who serves as the first point of contact for clients on account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor, this role combines relationship management with product knowledge to cultivate lasting client relationships and ensure timely delivery of commitments.
You will prepare performance reports, assist with investment strategies, develop presentation materials, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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