Wealth Management Associate Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented, with superior organizational skills and the ability to prioritize tasks.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring current or future employment visa sponsorship.

Nice To Haves

• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, and teams in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of clients and/or Financial Advisors or Private Wealth Advisors.
• Answer general, non-investment-related questions about client accounts, including relaying stock positions and account balances.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or Financial Advisors or Private Wealth Advisors.
• Educate clients about or enroll them in digital tools, including MSOnline, eSign, and eAuthorization.
• Support team marketing strategies, including website and digital or social media maintenance, marketing materials, and planning client events and seminars.
• Assist Financial Advisors, Private Wealth Advisors, and teams in delivering their business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in firm initiatives, training and education programs, special projects, and other duties directed by local management.
• Perform administrative duties, including telephone coverage, business travel arrangements, coordination of client meetings, travel and expense reports, and file and calendar maintenance.
• Participate in scheduled targeted or monthly field service professional and training calls.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Benefits

• Morgan Stanley offers employee benefits and perks described as attractive and comprehensive, and support for employees and their families throughout their work-life journey.