Msfo Avp Client Support

Morstan

Base: $85,000 to $140,000 py; bonus/equity: possib...
Client lifecycle management
Pipeline vetting and tracking
Campaign execution and measurement
The Morgan Stanley Family Office within Private Wealth Management delivers solutions to Family Office clients across administration, investment management, and specialized service needs

Job Summary

  • The Morgan Stanley Family Office within Private Wealth Management delivers solutions to Family Office clients across administration, investment management, and specialized service needs.
  • This role supports client lifecycle initiatives and works closely with internal partners to deliver an exceptional and consistent client experience.
  • Morgan Stanley offers a supportive and empowering environment with comprehensive employee benefits and opportunities for career growth.

Matching Summary

The Morgan Stanley Family Office within Private Wealth Management delivers solutions to Family Office clients across administration, investment management, and specialized service needs.

Salary

Base: $85,000 to $140,000 per year; Bonus/Equity: Possible commission, incentive compensation, discretionary bonuses; Benefits: Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Client lifecycle management
  • Pipeline vetting and tracking
  • Campaign execution and measurement
  • Client facing content development
  • Cross-collaboration with internal partners
  • Exceptional organizational skills

Nice-to-have

  • Relationship building skills
  • Multitasking and prioritization
  • Collaboration with senior leadership
  • Attention to detail
  • Written and verbal communication skills

Key Requirements

  • 3+ years financial services or related experience
  • Bachelor’s degree in business or related field
  • Experience in wealth management or marketing/business strategy
  • Ability to exercise good judgment and discretion

Work Rights

Not specified

Tailored Resume

Cover Letter