Wealth Management Associate

Morgan Stanley UK

Worcester, United States
Base: $68,000 - $120,000 py; bonus/equity: commiss...
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Client relationship management
Digital marketing support
Portfolio holdings analysis
** Morgan Stanley is seeking a Wealth Management Associate in Worcester, United States, to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients while assisting in digital marketing, financial planning, and overall client service. **

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • This role focuses on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Wealth Management Associate in Worcester, United States, to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients while assisting in digital marketing, financial planning, and overall client service. **

Salary

Base: $68,000 - $120,000 per year; 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

  • Client relationship management
  • Digital marketing support
  • Portfolio holdings analysis
  • Financial planning assistance
  • Client service model execution
  • Digital tools enrollment

Nice-to-have

  • Client first mindset
  • Strong interpersonal skills
  • Adaptable and multi-tasking ability
  • Goal oriented and self-motivated

Key Requirements

  • Knowledge of financial services products
  • Technically proficient and quick learner
  • Expert knowledge of MS Office (Excel)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills

Work Rights

Not specified

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