Client-First Wealth Management Associate

Morgan Stanley; Portland (ME); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley's Wealth Management team seeks a senior service associate to support Financial Advisors and PWAs, building trusted client relationships and delivering an outstanding client experience.

You will help with digital marketing, portfolio tools, and financial planning tasks while coordinating with internal partners and maintaining up-to-date knowledge of firm policies and platforms.

Qualifications

• Participation in client meetings, representing the service lens.
• Participation in firm initiatives, training or education programs.

Responsibilities

• Provide coverage for an FA/PWA/team, cultivate relationships with partners.
• Assist in delivering client service, prepare for meetings and track follow-ups.
• Ensure timely client service tasks, assign work to team members as needed.
• Provide backup for routine client service duties, including money movements and education on digital tools.
• Stay current on policies and share best practices with the team.
• Assist with business planning and marketing efforts for FAs/PWAs/teams.
• Prepare and review client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved tools.

Skills

Strong leadership

Client service skills

Interpersonal skills

Written communication

Team player

Organizational skills

Multi-tasking

Adaptability

Results driven

Fast-paced environment

Education

Experience in client meetings

Experience in firm initiatives

Tools

MS Excel

CRM/firm systems

Job description

Morgan Stanley's Wealth Management team seeks a senior service associate to support Financial Advisors and PWAs, building trusted client relationships and delivering an outstanding client experience.

You will help with digital marketing, portfolio tools, and financial planning tasks while coordinating with internal partners and maintaining up-to-date knowledge of firm policies and platforms.