Morgan Stanley
Overview
Wealth Management Associate/Analyst - Morgan Stanley The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this professional combines relationship management with marketing skills and product knowledge to cultivate longstanding client relationships. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. Responsibilities
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance from team members Assists Financial Advisors / Private Wealth Advisors in developing and delivering financial and investment strategies aligned to client goals Leads efforts to organize, streamline and enhance the client experience with focus on value, service and attention to detail Analyzes complex financial information using the firm’s planning tools and participates in presentations with the Financial Advisor / Private Wealth Advisor Prepares performance reports and other data, evaluating account performance and generating quarterly investment monitors Educates clients about products and services offered at the firm Develops presentation materials and proposals to support business development with Financial Advisors Participates in or conducts client meetings on behalf of Financial Advisors / Private Wealth Advisors Coordinates execution of orders in Brokerage and Advisory accounts; assists with market and stock research Creates strategy reports and client communications as part of marketing initiatives Conducts business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support
Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop business plans and marketing strategies, including events and seminars Implements enhanced service protocols and communicates portfolio enhancements to existing clients Identifies practice management opportunities and coordinates with various firm departments Coordinates enrollment campaigns/meetings for existing clients Assigns work to the team’s Client Service Associate as appropriate Cultivates relationships with internal and external business partners Provides tailored recommendations about client opportunities to consider Participates in firm initiatives directed by local management Qualifications - External
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 and Series 66 or Series 63 and Series 65; additional product licenses may be required Knowledge/Skills
Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Ability to work independently and as part of a team Demonstrates leadership skills Strong computer skills (Word, Excel, PowerPoint) Detail-oriented with strong organizational skills and ability to prioritize tasks Ability to thrive in a fast-paced, evolving environment Reports To
Business Service Officer What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Our values include putting clients first, doing the right thing, leading with exceptional ideas, and committing to diversity and inclusion. Morgan Stanley offers attractive and comprehensive employee benefits and opportunities for growth across 1,200 offices in 42 countries. Expected base pay ranges from $50,000 to $115,000 per year at the start of employment. Base pay is personalized and may be complemented by commissions, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefits and programs. Morgan Stanley is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
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Wealth Management Associate/Analyst - Morgan Stanley The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this professional combines relationship management with marketing skills and product knowledge to cultivate longstanding client relationships. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. Responsibilities
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance from team members Assists Financial Advisors / Private Wealth Advisors in developing and delivering financial and investment strategies aligned to client goals Leads efforts to organize, streamline and enhance the client experience with focus on value, service and attention to detail Analyzes complex financial information using the firm’s planning tools and participates in presentations with the Financial Advisor / Private Wealth Advisor Prepares performance reports and other data, evaluating account performance and generating quarterly investment monitors Educates clients about products and services offered at the firm Develops presentation materials and proposals to support business development with Financial Advisors Participates in or conducts client meetings on behalf of Financial Advisors / Private Wealth Advisors Coordinates execution of orders in Brokerage and Advisory accounts; assists with market and stock research Creates strategy reports and client communications as part of marketing initiatives Conducts business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support
Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop business plans and marketing strategies, including events and seminars Implements enhanced service protocols and communicates portfolio enhancements to existing clients Identifies practice management opportunities and coordinates with various firm departments Coordinates enrollment campaigns/meetings for existing clients Assigns work to the team’s Client Service Associate as appropriate Cultivates relationships with internal and external business partners Provides tailored recommendations about client opportunities to consider Participates in firm initiatives directed by local management Qualifications - External
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 and Series 66 or Series 63 and Series 65; additional product licenses may be required Knowledge/Skills
Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Ability to work independently and as part of a team Demonstrates leadership skills Strong computer skills (Word, Excel, PowerPoint) Detail-oriented with strong organizational skills and ability to prioritize tasks Ability to thrive in a fast-paced, evolving environment Reports To
Business Service Officer What You Can Expect From Morgan Stanley
We are committed to maintaining a first-class service and high standard of excellence. Our values include putting clients first, doing the right thing, leading with exceptional ideas, and committing to diversity and inclusion. Morgan Stanley offers attractive and comprehensive employee benefits and opportunities for growth across 1,200 offices in 42 countries. Expected base pay ranges from $50,000 to $115,000 per year at the start of employment. Base pay is personalized and may be complemented by commissions, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefits and programs. Morgan Stanley is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
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