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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, focusing on delivering an exceptional client experience. This role assists 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
- $33,360 - $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
- Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals.
- The company has a 90-year history.
- Values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- Operates in 1,200 offices across 42 countries.
- Provides an environment where employees are supported and empowered.
- Teams are collaborators and creative thinkers, fueled by diverse backgrounds and experiences.
- Supports employees and their families with comprehensive benefits and perks.
- Offers opportunities for advancement for those with 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.
- Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- The workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.