Job Description

Join to apply for the Wealth Management Associate role at Morgan Stanley 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 Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. Overview Role: Wealth Management Associate. Location: McLean, VA (and nearby markets referenced in postings). This summary reflects the general responsibilities and qualifications for the position as described in the job description. Responsibilities Client Support: provide coverage for an FA/PWA/team, cultivate relationships with business partners and colleagues, support the FA/PWA/team in delivering an exceptional client experience, prepare for regular meetings and track follow-ups, ensure client service functions are performed timely, assign work to team members as needed, provide backup coverage for Client Service Associate responsibilities, educate or enroll clients in digital tools (e.g., MS Online), accept or enter orders in a clerical capacity, stay current on policies, procedures and new platforms, share reminders and best practices. Business Development & Operational Support: assist in organizing and executing the business plan, partner with Practice Strategy Consultants and Branch Management, support administrative elements of digital and in-person marketing strategies (conferences, seminars, webinars, websites, social media, email), prepare and review client reports or financial plans, assist with research using firm-approved systems, participate in client meetings representing the service lens, participate in firm initiatives and special projects as directed. Qualifications - External Education, Experience, Knowledge, and Skills Education And/or Experience: 5+ years 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; knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts); technically proficient and quick learner of platforms; detail-oriented with strong organizational skills; proficient in MS Office (especially Excel) and internet applications; excellent writing, interpersonal and client service skills; strong time management; team player; 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 a first-class service and high standard of excellence. Our values emphasize putting clients first, doing the right thing, leading with exceptional ideas, diversity and inclusion, and giving back. Morgan Stanley offers attractive and comprehensive employee benefits and opportunities for growth, with a supportive, inclusive environment. Equal Opportunity It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, 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). Other postings and salary references are provided for context but do not constitute the core description of this role. #J-18808-Ljbffr Morgan Stanley

Job Tags

Similar Jobs