Wealth Management Associate

Morgan Stanley UK

Boston, United States
Base: $68,000 - $120,000 py; bonus/equity: may inc...
Exceptional client experience
Digital marketing support
Portfolio holdings analysis
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
  • This role focuses on assisting Financial Advisors in areas such as digital marketing, portfolio holdings, proposal tools, and financial planning, while ensuring timely client service functions.
  • Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with comprehensive employee benefits and perks.

Matching Summary

Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses; 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
  • Policy and procedure adherence

Nice-to-have

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

Key Requirements

  • Proficiency in MS Office (Excel)
  • Knowledge of financial services products
  • Experience in client service

Work Rights

Not specified

Tailored Resume

Cover Letter