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Provides client service and operational support to financial advisors and private wealth advisors. Responsibilities include managing client relationships, preparing meetings and follow-ups, supporting account transactions, coordinating team workflows, executing digital and in-person marketing activities, preparing financial plans and client reports, conducting approved research, and participating in client meetings. Requires financial services knowledge, strong organization and interpersonal skills, and active securities licenses.

Provides client service and operational support to Financial Advisors and Private Wealth Advisors. Builds client and partner relationships, prepares meetings and follow-ups, executes account service activities, supports financial plans and client reports, and coordinates digital and in-person marketing initiatives. The role also assists with business planning, research, team coverage, platform adoption, and administrative tasks while maintaining knowledge of financial products, firm policies, and service procedures.

Supports firm-wide risk reporting by ensuring accurate, timely, and compliant processes; developing risk data, infrastructure, and interactive visualization solutions; coordinating committee reporting; preparing senior management materials; and contributing to strategic risk management communications. The role requires analysis of financial products and risk metrics, project and process management, strong communication, attention to detail, and collaboration across regional and functional teams.

Lead design and implementation of supervisory controls for Wealth Management to mitigate sales practice and investment risks. Assess control effectiveness, identify and prioritize enhancements (including AI where appropriate), coordinate with Technology, Legal, Compliance, and Risk stakeholders, and present proposals to governance committees.

Supports the growth and governance of Morgan Stanley’s 529 Plan platform, including field training, client and product support, risk management, plan conversions, system enhancements, communications, and coordination with internal control teams and external plan managers. The role requires specialized knowledge of 529 Plans, strong project execution, regulatory awareness, and relationship management across financial advisors, vendors, transfer agents, and asset managers.

Provide client-facing support for Financial Advisors/Private Wealth Advisors: execute transactions, answer account questions, assist with account documentation, prepare client materials, manage scheduling/calendars, support digital tool enrollment, and perform administrative tasks to deliver exceptional client service.

Manage tax-efficient, customized equity index portfolios by constructing, rebalancing, and transitioning holdings to optimize after-tax outcomes. Develop and maintain benchmark and portfolio analytics, monitor corporate actions and market events, measure performance and risk, respond to client/internal analysis requests, and support automation and process improvements.

Supports Financial Advisors and Private Wealth Advisors with client service, account transactions, meeting preparation, follow-up tracking, financial plans, portfolio reports, research, and business development activities. The role also assists with digital and in-person marketing, client meetings, operational administration, and firm initiatives. Requires financial services product knowledge, strong client service and organizational skills, proficiency with Microsoft Office and Excel, and active securities licenses.

Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include handling account inquiries and money movement transactions, preparing client meeting materials, assisting with account opening and financial planning data entry, supporting digital tool enrollment, managing calendars and travel logistics, processing expenses, and maintaining client relationships. The role also supports marketing activities, firm initiatives, and general office functions.

Provide senior-level client service and support to Financial Advisors/Private Wealth Advisors, build trusted client relationships, assist with digital marketing, portfolio/proposal tools, financial planning, meeting preparation, client reports, transactions, and firm initiatives while supervising daily service tasks and enhancing business development activities.