Wealth Management Associate

Position Summary

Provides exceptional service to clients and supports Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. Builds trusted relationships through regular interactions with clients and focuses on delivering an exceptional client experience.

Duties And Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FA/PWA/team in enhancing new and existing client relationships
• Prepare for and track follow-ups in regular meetings
• Assign work to team members as needed
• Provide backup coverage for traditional or unregistered Client Service Associate responsibilities
• Stay current on policies, procedures, and new platforms
• Participate in firm initiatives, special projects, and other duties directed by local management

Education, Experience, Knowledge And Skills

• 5+ years of work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Series 7 (GS), Series 66 (AG/RA), Series 63 (AG), Series 65 (RA) required
• Additional product licenses may be required
• Strong leadership skills
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail-oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal, and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Adaptable and able to multi-task
• Goal-oriented, self-motivated, and results-driven

Reports To

Business Service Officer

What You Can Expect From Morgan Stanley

Morgan Stanley raises, manages, and allocates capital for clients, differentiating ourselves in a way that has been consistent for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - guide our decision-making every day. We offer a supportive and empowering environment for our employees and their families, with competitive benefits and opportunities for growth. Visit here to learn more about our offices worldwide. Base pay ranges from $68,000 to $120,000 annually at the commencement of employment, with individualized determination based on the position. For more information on our commitment to diversity and inclusion, visit here.