Private Wealth Management Wealth Management Associate

Morgan Stanley UK

Boston, United States
Base: $68,000 - $120,000; bonus/equity: commission...
Exceptional client experience
Digital marketing support
Portfolio holdings analysis
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

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.
  • As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships.
  • Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.

Matching 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.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Exceptional client experience
  • Digital marketing support
  • Portfolio holdings analysis
  • Financial planning assistance
  • Client relationship management
  • Execute money movement transactions
  • Digital tools enrollment

Nice-to-have

  • Strong leadership skills
  • Team player
  • Goal oriented
  • Adaptable
  • Creative thinkers
  • Collaborators

Key Requirements

  • Technical proficiency
  • Proficiency in MS Office (Excel)
  • Superior organizational skills
  • Ability to prioritize
  • Strong time management skills
  • Experience in financial services products

Work Rights

Not specified

Tailored Resume

Cover Letter