Client-Focused Wealth Management Associate

711 MS Smith Barney, LLC; Paramus (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

HSA

Life Insurance

Disability

401(k)

Paid Time Off

Holidays

Parental Leave

Job summary

Morgan Stanley in New Jersey seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and strengthening relationships in Paramus.

You will assist with client service, business development, and marketing efforts, including meeting preparation, reports, and digital tools. 5+ years of relevant experience and required licenses are essential.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing client relationships by providing an exceptional client experience.
• Assisting in delivering against the client service model, including preparing for regular meetings and tracking follow-ups.
• Ensuring client service functions are performed in a timely manner and coordinating daily work.
• Providing backup coverage for client service duties when needed.
• Assisting with digital and in-person marketing strategies, conferences, webinars, websites, and social media.

Skills

Leadership

Financial products

MS Excel

Interpersonal skills

Time management

Education

Bachelor’s degree or professional certification

Licenses: Series 7, 66/63, 65

Job description

Morgan Stanley in New Jersey seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and strengthening relationships in Paramus.

You will assist with client service, business development, and marketing efforts, including meeting preparation, reports, and digital tools. 5+ years of relevant experience and required licenses are essential.