Wealth Management Associate

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, individuals in this role build trusted relationships through regular client interactions. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will focus on delivering an exceptional client experience. In supporting Financial Advisor(s), PWAs or teams, this role will assist in areas such as digital marketing, portfolio holdings, proposal tools, and financial planning.

DUTIES AND RESPONSIBILITIES

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 daily as needed. Providing backup coverage for usual Client Service Associate responsibilities when requested, such as executing money‑movement transactions, answering general non‑investment related questions about client accounts, and enrolling clients in digital tools (e.g., MS Online). This includes accepting or entering unsolicited orders and 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, seminars, 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. Conducting research using firm‑approved systems. Participating in client and/or prospective client meetings and representing the service lens. Participating in firm initiatives such as training or education programs, special projects, and other duties directed by local management.

EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS

Education and/or Experience 5+ years of work experience in a field relevant to the position. Four‑year college degree or professional certification preferred. Active Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required. Additional product licenses may be required. Knowledge and Skills Strong leadership skills. Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Proficient with new and updated platforms and able to learn quickly. 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 Compensation and Benefits For Maryland: Salary range for the position: $50,000–$115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. For Washington, DC: Salary range for the position: $50,000–$115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Benefits include 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 20 vacation days annually), 10 paid holidays, 401(k), and short/long‑term disability, plus other special perks for employees. Equal Employment Opportunity Statement 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. For more information, please visit: #J-18808-Ljbffr Morgan Stanley