Msfo Avp Client Support

Morgan Stanley

Base: $85,000 - $140,000 py; bonus/equity: commiss...
3+ years financial services experience
Exceptional organizational skills
Client lifecycle management
The Morgan Stanley Family Office delivers solutions to top clients across administration, investment management, and specialized service needs

Job Summary

  • The Morgan Stanley Family Office delivers solutions to top clients across administration, investment management, and specialized service needs.
  • This role supports critical initiatives throughout the client lifecycle including acquisition, retention, and expansion while working with internal partners.
  • Morgan Stanley offers comprehensive employee benefits, a culture of inclusion, and ample opportunity for career movement based on passion and grit.

Matching Summary

The Morgan Stanley Family Office delivers solutions to top clients across administration, investment management, and specialized service needs.

Salary

Base: $85,000 - $140,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • 3+ years financial services experience
  • Exceptional organizational skills
  • Client lifecycle management
  • Pipeline vetting and tracking
  • Cross-collaboration with senior leadership

Nice-to-have

  • Relationship building skills
  • Multitasking in fast-paced environment
  • Strategic reporting initiatives
  • Client facing content creation
  • Demonstrated ability to exercise good judgment

Key Requirements

  • Bachelor's degree in business or related field
  • 3+ years experience in wealth management or marketing strategy
  • Excellent written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter