Private Wealth Management Wealth Management Associate - Bilingual: Spanish​/English

POSITION SUMMARY

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. As senior members of the service team, they build trusted relationships through regular client interactions, leading with a client-first mindset and delivering an exceptional client experience. They assist in areas such as digital marketing, portfolio holdings and proposal tools, and financial planning.

• Provide coverage for an FA/PWA/team.
• Cultivate 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 and assign work to team members on a daily basis as needed.
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money-movement transactions, answering general non-investment related questions, educating or enrolling clients in digital tools (e.g., MS Online), and processing unsolicited or solicited orders in a clerical capacity.
• Remain current on all policies, procedures, and new platforms and share reminders and best practices with other service team members.

• Assist the FA/PWA/team in organizing and executing against their business plan while partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
• Execute all administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity, as directed by the FA/PWA/team.
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients upon request of the client and/or FA/PWA/team.
• Assist with research using firm-approved systems upon request.

• Participate in existing client and/or prospective client meetings, representing the service lens, at the request of the FA/PWA/team.
• Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.

• Spanish fluency.
• 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.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal oriented, self-motivated, and results driven.

Business Service Officer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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