Wealth Management Associate

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, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate for this role will have strong interpersonal skills and a focus on delivering an exceptional client experience. In supporting FAs and PWAs, this role will focus on assisting in areas such as digital marketing, portfolio holdings and proposal tools and financial planning. DUTIES AND RESPONSIBILITIES Client Support Provide coverage for an FA/PWA/team, cultivating 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, assigning work to team members daily as needed. Provide 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), and entering unsolicited or solicited orders in a clerical capacity. Remain current on all policies, procedures and new platforms, sharing reminders and best practices with other service team members. Business Development & Operational Support Assist 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. Execute all administrative elements of digital and in‑person marketing strategies, including conferences, seminars, webinars, websites, social media and regular email connectivity. Prepare and review various client reports or financial plans from firm‑approved systems for existing or prospective clients. Assist with research using firm‑approved systems. QUALIFICATIONS Education and/or Experience 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 other duties directed by local management. Knowledge / 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 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 and help them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide our decisions each day. Morgan Stanley offers comprehensive employee benefits and perks, and provides ample opportunity for growth and cross‑business mobility. COMPENSATION Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other sponsored benefit programs. EEO 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. For more information, please visit #J-18808-Ljbffr