Client-Focused Wealth Management Associate

Morgan Stanley; Purchase (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in Purchase, NY seeks an experienced Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional client experiences, coordinating meetings, preparing reports, and aiding in digital marketing and portfolio tools.

You will cultivate relationships with partners, ensure timely client service, and assist in business development and operational tasks under the supervision of the Business Service Officer.

Qualifications

• Experience supporting FAs/PWAs/teams in wealth management and client service.
• Strong leadership and client servicing abilities with a team-oriented mindset.
• Proficiency with MS Office tools and digital platforms used for client communications.

Responsibilities

• Provide coverage for an FA/PWA/team, cultivating relationships with partners.
• Support client meetings, prepare for meetings, and track follow-ups.
• Assist with marketing efforts, conferences, webinars, and digital tools.
• Prepare client reports and financial plans using firm-approved systems.
• Research and support business development initiatives for the team.

Skills

Client relationship building

Team leadership

Communication skills

Adaptable

Multi-tasking

Attention to detail

Digital marketing familiarity

Portfolio tools knowledge

Tools

MS Excel

MS Office

MS Outlook

Job description

Morgan Stanley in Purchase, NY seeks an experienced Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional client experiences, coordinating meetings, preparing reports, and aiding in digital marketing and portfolio tools.

You will cultivate relationships with partners, ensure timely client service, and assist in business development and operational tasks under the supervision of the Business Service Officer.