Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience.
You will assist in digital marketing, portfolio holdings, proposal tools, and financial planning. As a senior member of the service team you will provide coverage for FAs/PWAs/teams, help organize business plan activities, and
#J-18808-LjbffrSenior Wealth Management Associate: Client Services & Growth in santa monica at Unknown Company
This position is listed as full time and onsite.