Client-First Wealth Management Associate
711 ms smith barneyPortland (ME)
Client-First Wealth Management Associate
Posted 9 days ago
711 ms smith barneyPortland (ME)
SENIORITY
Mid
About the role
Morgan Stanley in Portland, ME seeks a seasoned service professional to support Financial Advisor teams, focusing on client experience, marketing, and planning tools. This role emphasizes building trusted relationships and delivering timely client service in a fast-paced environment.
Key duties include supporting client meetings, preparing materials, and coordinating between partners while leveraging MS Office and digital platforms. Strong communication and teamwork are essential for success.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.