Wealth Management Associate

Morgan Stanley

Worcester, United States
Base: $68,000 - $120,000; bonus/equity: not specif...
On-site
Client service model execution
Digital marketing strategies
Financial planning support
Morgan Stanley is seeking a Wealth Management Associate to provide exceptional client service and support to Financial Advisors and teams. The ideal candidate will possess strong interpersonal and organizational skills, focusing on enhancing client relationships and assisting with various financial services tasks

Job 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.
  • 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.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Wealth Management Associate to provide exceptional client service and support to Financial Advisors and teams. The ideal candidate will possess strong interpersonal and organizational skills, focusing on enhancing client relationships and assisting with various financial services tasks.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client service model execution
  • digital marketing strategies
  • financial planning support
  • client relationship cultivation
  • portfolio holdings analysis

Nice-to-have

  • client first mindset
  • strong interpersonal skills
  • goal oriented
  • self-motivated
  • results driven

Key Requirements

  • Knowledge of financial services products
  • Technically proficient
  • Expert knowledge of MS Office (Excel)
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task

Work Rights

Not specified

Tailored Resume

Cover Letter