Private Wealth Management Wealth Management Associate - Bilingual: Spanish/English

Morgan Stanley; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking Wealth Management Associates based in Miami, Florida. In this position, you will provide exceptional client support, assist Financial Advisors, and contribute to business development efforts.

The ideal candidate should be fluent in Spanish and have strong leadership, organizational, and service skills. A knowledge of financial services products is essential for success in this role.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Ability to adapt in a fast-paced, evolving environment.
• Goal oriented, self-motivated, and results driven.

Responsibilities

• Provide exceptional client support and assistance to Financial Advisors.
• Organize and execute business development strategies.
• Participate in client meetings and training programs.

Skills

Spanish fluency

Strong leadership skills

Knowledge of financial services products

Technically proficient with MS Office

Exceptional writing and client service skills

Strong time management skills

Tools

MS Excel

Job description

POSITION SUMMARY

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. As senior members of the service team, they build trusted relationships through regular client interactions, leading with a client-first mindset and delivering an exceptional client experience. They assist in areas such as digital marketing, portfolio holdings and proposal tools, and financial planning.

DUTIES AND RESPONSIBILITIES

Client Support

• Provide coverage for an FA/PWA/team.
• Cultivate relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience.
• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Ensure all client service functions are performed in a timely manner and assign work to team members on a daily basis as needed.
• Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money-movement transactions, answering general non-investment related questions, educating or enrolling clients in digital tools (e.g., MS Online), and processing unsolicited or solicited orders in a clerical capacity.
• Remain current on all policies, procedures, and new platforms and share reminders and best practices with other service team members.

Business Development & Operational Support

• Assist the FA/PWA/team in organizing and executing against their business plan while partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
• Execute all administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity, as directed by the FA/PWA/team.
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients upon request of the client and/or FA/PWA/team.
• Assist with research using firm-approved systems upon request.

EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

Education and Experience

• Participate in existing client and/or prospective client meetings, representing the service lens, at the request of the FA/PWA/team.
• Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.

Knowledge & Skills

• Spanish fluency.
• Strong leadership skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new and updated platforms.
• Detail oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal oriented, self-motivated, and results driven.

REPORTS TO

Business Service Officer

EEO STATEMENT

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.