Morgan Stanley
Overview
Wealth Management Associate role at Morgan Stanley. Position summary describes responsibilities supporting Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis, delivering exceptional client service and building trusted relationships with clients. Position Summary
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, 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 their focus will be on delivering an exceptional client experience. In supporting FAs/PWAs/teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. Client Service – Duties and Responsibilities
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, and assigning work to team members as needed Providing backup coverage for traditional Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movements, answering non‑investment questions, educating or enrolling clients in digital tools (e.g., MS Online), and processing orders in a clerical capacity Staying current on policies, procedures and platforms and sharing reminders/best practices with the service team Business Development Support
Assisting the FA/PWA/team in organizing around and executing their business plan, partnering with Practice Strategy Consultants and Branch Management Handling administrative elements of digital and in-person marketing strategies (conferences, seminars/webinars, websites, social media, email) Preparing and reviewing client reports or financial plans from firm-approved systems for existing or prospective clients Assisting with research using firm-approved systems Job Description / Other Duties
Participating in client and/or prospective client meetings, representing the service lens Participating in firm initiatives, training, 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 Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills
Strong leadership skills Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts) Technically proficient and quick to learn new platforms Detail-oriented with strong organizational and prioritization abilities Proficient in MS Office (especially Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management and collaboration skills 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
We are committed to maintaining first-class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to benefit clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We offer opportunities to work with the best and the brightest in an empowering environment with comprehensive employee benefits. There is opportunity to move within the business for those who show passion and grit. For more about Morgan Stanley offices, visit https://www.morganstanley.com/about-us/global-offices. Base pay rates for this role are expected to be between $50,000 and $115,000 per year, with individualized determination and potential additional compensation (commission, incentives, discretionary bonuses, and other benefits). Morgan Stanley is an equal opportunity employer. We do not discriminate based on race, color, religion, creed, age, sex, gender identity or expression, national origin, disability, marital status, pregnancy, veteran status, or any other characteristic protected by law. Locations and Related Roles
Paramus, NJ
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Wealth Management Associate role at Morgan Stanley. Position summary describes responsibilities supporting Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis, delivering exceptional client service and building trusted relationships with clients. Position Summary
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, 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 their focus will be on delivering an exceptional client experience. In supporting FAs/PWAs/teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. Client Service – Duties and Responsibilities
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, and assigning work to team members as needed Providing backup coverage for traditional Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movements, answering non‑investment questions, educating or enrolling clients in digital tools (e.g., MS Online), and processing orders in a clerical capacity Staying current on policies, procedures and platforms and sharing reminders/best practices with the service team Business Development Support
Assisting the FA/PWA/team in organizing around and executing their business plan, partnering with Practice Strategy Consultants and Branch Management Handling administrative elements of digital and in-person marketing strategies (conferences, seminars/webinars, websites, social media, email) Preparing and reviewing client reports or financial plans from firm-approved systems for existing or prospective clients Assisting with research using firm-approved systems Job Description / Other Duties
Participating in client and/or prospective client meetings, representing the service lens Participating in firm initiatives, training, 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 Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills
Strong leadership skills Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts) Technically proficient and quick to learn new platforms Detail-oriented with strong organizational and prioritization abilities Proficient in MS Office (especially Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management and collaboration skills 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
We are committed to maintaining first-class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to benefit clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We offer opportunities to work with the best and the brightest in an empowering environment with comprehensive employee benefits. There is opportunity to move within the business for those who show passion and grit. For more about Morgan Stanley offices, visit https://www.morganstanley.com/about-us/global-offices. Base pay rates for this role are expected to be between $50,000 and $115,000 per year, with individualized determination and potential additional compensation (commission, incentives, discretionary bonuses, and other benefits). Morgan Stanley is an equal opportunity employer. We do not discriminate based on race, color, religion, creed, age, sex, gender identity or expression, national origin, disability, marital status, pregnancy, veteran status, or any other characteristic protected by law. Locations and Related Roles
Paramus, NJ
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