Morgan Stanley
Private Wealth Management Wealth Management Associate
Morgan Stanley, Boston, Massachusetts, us, 02298
Private Wealth Management Wealth Management Associate
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Private Wealth Management Wealth Management Associate
role at
Morgan Stanley .
Job Description The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs) and teams on a daily basis. As senior members of the Private Wealth Management service team, they build trusted relationships through regular client interactions. They focus on delivering an exceptional client experience, leading the client onboarding process, and ensuring that administrative and operational tasks are handled with accuracy, efficiency and care. They collaborate closely with team members to uphold our customized service model and provide a seamless client experience that reflects our value and commitment to excellence.
Client Service
Cultivating relationships with business partners and colleagues internally and externally.
Supporting the PWA/team in enhancing new and existing client relationships by providing an exceptional client experience.
Assisting the 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 on a daily basis when needed.
Providing Client Service Associate responsibilities at the request of the client or PWA/team, such as executing money‑movement transactions, answering general non‑investment questions regarding client accounts, educating or enrolling clients in digital tools (e.g., MS Online), and accepting or entering unsolicited 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 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 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.
Assisting with research using firm‑approved systems.
Participating in client and/or prospective client meetings, representing the service lens.
Participating in firm initiatives (e.g., training or education programs), special projects and other duties directed by local management.
Education and 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.
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 usage, 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 We are committed to maintaining first‑class service and a high standard of excellence that have defined Morgan Stanley for over 89 years. 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. You’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. We offer some of the most attractive and comprehensive employee benefits and perks in the industry, and there is ample opportunity to move within the business for those who show passion and grit in their work.
Equal Employment Opportunity Morgan Stanley’s policy is to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Private Wealth Management Wealth Management Associate
role at
Morgan Stanley .
Job Description The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs) and teams on a daily basis. As senior members of the Private Wealth Management service team, they build trusted relationships through regular client interactions. They focus on delivering an exceptional client experience, leading the client onboarding process, and ensuring that administrative and operational tasks are handled with accuracy, efficiency and care. They collaborate closely with team members to uphold our customized service model and provide a seamless client experience that reflects our value and commitment to excellence.
Client Service
Cultivating relationships with business partners and colleagues internally and externally.
Supporting the PWA/team in enhancing new and existing client relationships by providing an exceptional client experience.
Assisting the 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 on a daily basis when needed.
Providing Client Service Associate responsibilities at the request of the client or PWA/team, such as executing money‑movement transactions, answering general non‑investment questions regarding client accounts, educating or enrolling clients in digital tools (e.g., MS Online), and accepting or entering unsolicited 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 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 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.
Assisting with research using firm‑approved systems.
Participating in client and/or prospective client meetings, representing the service lens.
Participating in firm initiatives (e.g., training or education programs), special projects and other duties directed by local management.
Education and 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.
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 usage, 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 We are committed to maintaining first‑class service and a high standard of excellence that have defined Morgan Stanley for over 89 years. 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. You’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. We offer some of the most attractive and comprehensive employee benefits and perks in the industry, and there is ample opportunity to move within the business for those who show passion and grit in their work.
Equal Employment Opportunity Morgan Stanley’s policy is to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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