Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions
Job Summary
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.
The role focuses on assisting Financial Advisors with digital marketing, portfolio holdings, proposal tools, and financial planning to deliver an exceptional client experience.
Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive employee benefits and opportunities for growth in a diverse and inclusive environment.
Matching Summary
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.
Skills & Requirements
Must-have
Client relationship management
Digital marketing support
Portfolio holdings analysis
Financial planning assistance
Client service functions
Executing money movement transactions
Nice-to-have
Client first mindset
Interpersonal skills
Team player
Adaptable and multi-tasking
Goal oriented and self-motivated
Key Requirements
5+ years of relevant work experience
Active Series 7 (GS) license
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
Four-year college degree or professional certification preferred