Wealth Management Associate

Overview

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. Wealth Management Associates provide exceptional service to clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. As senior members of the service team, they build trusted relationships through regular interactions with clients, leading with a client-first mindset. A successful candidate will have strong interpersonal skills and focus on delivering an exceptional client experience, supporting FAs/PWAs/teams in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.

• Client Service: provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues internally and externally
• Support the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Ensure all client service functions are performed in a timely manner, assigning work to team members as needed
• Provide backup coverage for traditional client service associate responsibilities at the request of the client/FA/PWA/team (e.g., money movements, answering general questions, educating or enrolling clients in digital tools, entering orders in a clerical capacity)
• Remain current on policies, procedures, and new platforms and share reminders and best practices with other service team members

• Assist in organizing around and executing the business plan, partnering with market stakeholders such as Practice Strategy Consultants and Branch Management
• Execute administrative elements of digital and in-person marketing strategies including conferences, seminars or webinars, websites, social media and regular email connectivity
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients
• Assist with research using firm-approved systems as requested
• Participate in client and/or prospective client meetings representing the service lens
• Participate in firm initiatives, training, or other duties directed by local management

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Strong leadership skills
• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
• Technically proficient and quick learner of new platforms
• Detail oriented with strong organizational skills and ability to prioritize
• Expert knowledge of MS Office (particularly Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management and teamwork abilities; able to work in a fast-paced, evolving environment
• Adaptable and able to multi-task; goal-oriented, self-motivated and results-driven

• Business Service Officer

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide decisions to best serve clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

You’ll find opportunities to work alongside the best and brightest in an empowering environment. We offer comprehensive employee benefits and opportunities to grow within the firm.

There is also consideration of base pay and total compensation in alignment with experience and role, with base pay at commencement of employment for this location communicated individually as part of the offer package.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.