Wealth Management Associate: Client Experience & Growth

711 MS Smith Barney, LLC; United Kingdom; Sur place; GBP 42 000 - 64 000; Plein temps

Résumé du poste

Morgan Stanley Wealth Management is seeking an Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes delivering an exceptional client experience, assisting with client meetings, and facilitating digital marketing and reporting tasks.

Applicants should have 5+ years in a related field, a four-year degree or professional certification, and active securities licenses (Series 7/66/63/65). Strong communication and teamwork are essential.

Qualifications

• 5+ years of work experience in a relevant field.
• Four-year college degree or professional certification preferred.
• Active securities licenses required (e.g., Series 7/66/63/65).

Responsabilités

• Support FAs/PWAs/teams with client service and meetings.
• Assist in marketing efforts, digital tools, and reporting.
• Prepare client reports and financial plans when needed.
• Coordinate with partners and manage follow-ups and commitments.

Connaissances

Leadership

Finance knowledge

MS Office / Excel

Attention to detail

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Self-motivated

Formation

Bachelor degree or equivalent

Series 7 / Series 66 / Series 63 / Series 65 licenses

Outils

MS Office

Description du poste

Morgan Stanley Wealth Management is seeking an Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes delivering an exceptional client experience, assisting with client meetings, and facilitating digital marketing and reporting tasks.

Applicants should have 5+ years in a related field, a four-year degree or professional certification, and active securities licenses (Series 7/66/63/65). Strong communication and teamwork are essential.