PWM Wealth Management Associate

Wealth Management Associate

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / 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) / Private Wealth Advisor(s) / teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings, and / or proposal tools and financial planning.

Duties and Responsibilities

Client Support :

• As a senior member of the service team, provide coverage for an FA / PWA / team including :
• 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 as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if / as needed
• Providing 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 clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and / or entering solicited 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 & Operational Support :

Education, Experience, Knowledge, and Skills

Education and / or Experience :

Knowledge / Skills :

Reports To :

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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, sex stereotype, gender, gender identity or expression, transgender, 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).