Wealth Management Associate

POSITION SUMMARY

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.

• Client Service: Cultivating relationships with business partners and colleagues internally and externally. Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience. Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow‑ups. Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed.
  
  Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the client’s request, such as executing money movement transactions, answering general non‑investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members.
• Business Development Support: Assisting the FA/PWA/team in organizing around and executing their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management. Executing all administrative elements of digital and in‑person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity. Preparing and reviewing various client reports or financial plans from firm‑approved systems for existing or prospective clients.
  
  Assisting with research using firm‑approved systems. Participating in existing client and/or prospective client meetings, representing the service lens. Participating in firm initiatives (e.g., training or education programs), special projects and/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 Series7 (GS), and Series
  66 (AG/RA) or Series
  63 (AG) and 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 ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment; adaptable and able to multi‑task.
• Goal‑oriented, self‑motivated and results‑driven.

Reports to: Business Service Officer.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs; they guide the decisions we make every day.

You’ll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. We offer a comprehensive benefits package and ample opportunities for advancement.

We are an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect our strong commitment to inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, visit