Senior Wealth Management Client Experience Lead

Morgan Stanley in Baltimore is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, assist in digital marketing, and prepare financial reports and plans with a client-first mindset.

Required are 5+ years in financial services or client service, a bachelor’s degree or certification, and active securities licenses (Series 7, 66 or 63/65). Strong writing and collaboration skills are essential.