Wealth Management Associate

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 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.

DUTIES and RESPONSIBILITIES :

Client Service :

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 Support :

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS :

Education and / or Experience

Knowledge / Skills

Reports to :

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We are committed to maintaining the first-class service and 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Morgan Stanleys 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).

Required Experience :

IC

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full-Time

Experience : years

Vacancy : 1