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About the Role
Wealth Management Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams. As senior members of the service team, they build trusted relationships with clients through regular interactions, focusing on delivering an exceptional client experience. This role assists FAs/PWAs/teams in areas such as digital marketing, portfolio holdings, proposal tools, and financial planning.
Responsibilities
- Provide coverage for an FA/PWA/team, including cultivating relationships with business partners and colleagues.
- 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, such as executing money movement transactions, answering general account questions, educating clients on digital tools, and entering orders.
- Remain current on all policies, procedures, and new platforms, sharing reminders and best practices with other service team members.
- Assist the FA/PWA/team in organizing and executing their business plan, partnering with market stakeholders.
- Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and 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.
- Participate in existing client and/or prospective client meetings, representing the service lens.
- Participate in firm initiatives, special projects, and other duties directed by local management.
Requirements
- 5+ years of work experience in a field relevant to the position required.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
- Additional product licenses may be required.
Skills
- 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 ability to multi-task
- Goal oriented, self-motivated and results driven
Experience Level
- 5+ years
Education Level
- Four-year college degree or professional certification preferred
Salary/Compensations
- $35,360 - $90,000 per year
Benefits
- Attractive and comprehensive employee benefits and perks in the industry
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs
About the Company
- At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
- We have been differentiating ourselves for 90 years.
- Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- These values guide our daily decisions to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
- Morgan Stanley offers an environment where employees are supported and empowered.
- Teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences.
- We support employees and their families at every point along their work-life journey.
- There is ample opportunity to move about the business for those who show passion and grit.
Equal Opportunity
- 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.