Wealth Management Associate

Morgan Stanley

3.1

(72)

Boston, MA

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.
  • #549782451947

    Position summary

    nships 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:
    • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
    • At the direction of FA/PWA/team, executing against all administrative elements of digital and inperson 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
    • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

    EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
    Education and/or Experience
    • 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
    • Additional product licenses may be required
    Knowledge/Skills
    • 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

    Reports to:
    • Business Service Officer

    Morgan Stanley

    EOE committed to diversifying its workforce.

    M/F/D/V

    Version: 7/10/2024

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.