morganstanleyCentral Islip, NY
Wealth Management Associate: Client Experience Lead
Wealth Management Associate: Client Experience Lead
Wealth Management Associate: Client Experience Lead
morganstanleyCentral Islip, NY
yesterday
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Morgan Stanley is seeking a Wealth Management Associate to provide senior client support to Financial Advisors, PWAs, and teams. You will help manage client relationships, assist with digital marketing, portfolio tools, and financial planning tasks, ensuring a client-first experience.
In this role, you will collaborate with practice strategy and branch management, prepare client reports, and help implement the service model.
Also on the board Same function, level within a rung
Level
Mid
Location
Central Islip, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday