Wealth Management Associate

Morgan Stanley • McLean, VA

105d

About The Position

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.

Requirements

• 5+ years of work experience in a field relevant to the position required.
• 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.
• Strong leadership skills.
• 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.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience.
• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
• Ensure all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed.
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team.
• Assist in organizing around and executing against the business plan, partnering closely with other market stakeholders.
• Execute against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars.
• Prepare and review various client reports or financial plans from firm-approved systems for existing or prospective clients.
• Assist with research using firm-approved systems at the request of the client and/or FA/PWA/team.
• Participate in existing client and/or prospective client meetings, representing the service lens.
• Participate in firm initiatives, special projects and/or other duties directed by local management.

Benefits

• Comprehensive employee benefits and perks.
• Opportunities for career advancement within the company.
• Support for employees and their families at every point along their work-life journey.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees