Wealth Management Associate

Overview Position Summary: Wealth Management Associates provide exceptional service to our clients and support Financial Advisors (FAs) / Private Wealth Advisors (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 will have strong interpersonal skills and a focus on delivering an exceptional client experience. This role may assist in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. Duties and Responsibilities Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: 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 as well as 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 request of the client and/or FA/PWA/team, 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 & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management Executing against 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 Qualifications Education, Experience, Knowledge and Skills: Education and/or Experience 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 Knowledge/Skills: Strong leadership skills Knowledge of financial services products, including but not limited to 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 Reports To Business Service Officer What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks. There is opportunity to move within the business for those who show passion and grit. To learn more about our offices across the globe, please copy and paste into your browser. Compensation and Benefits Salary range for the position: $68,000 to $120,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and vacation days), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other perks. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds and experiences. For more information, please visit: #J-18808-Ljbffr Morgan Stanley