Business Development Associate

Morgan Stanley • Colorado Springs, CO

5d • Onsite

About The Position

Business Development Associates provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. 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 Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams, this role will focus on assisting in all areas of service level business development including digital marketing, portfolio holdings and/or proposal tools and financial planning.

Requirements

• 5+ years of work experience in a field relevant to the position required
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Knowledge of financial services products, including but not limited to 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, 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 ability to multi-task
• Goal oriented, self-motivated and results driven

Nice To Haves

• Four-year college degree or professional certification preferred
• Additional product licenses may be required

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through 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
• Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management
• At the direction of FA/PWA/team, executes against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
• 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 client 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
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Remaining current on all policies, procedures and new platforms

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level