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PowerToFly

Senior Wealth Management Support Specialist

town/village of harrison, NY

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About this opportunity

PowerToFly lists this Senior Wealth Management Support Specialist opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley in New York area is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and coordinating client service activities.

The role focuses on client engagement, business development support, and operations, including marketing, reporting, and research using firm-approved systems. Strong leadership and knowledge of financial products are required.

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