Senior Wealth Management Associate — Client Services & Growth

Morgan Stanley; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate in New York, NY. This role emphasizes exceptional client service, cultivating client relationships, and supporting Financial Advisors with various tasks.

The ideal candidate will have over 5 years of relevant experience, a four-year degree or professional certification, and necessary licenses. The expected base salary ranges from $75,000 to $125,000 annually, depending on qualifications and experience.

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Qualifications

• 5+ years of work experience in a field relevant to the position.
• Detail-oriented with superior organizational skills.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Supporting FA/PWA/team in enhancing client relationships.
• Preparing and reviewing client reports or financial plans.

Skills

Strong leadership skills

Knowledge of financial services products

Detail-oriented

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Adaptable and ability to multi-task

Education

Four-year college degree or professional certification

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

MS Office (particularly MS Excel)

Job description

Morgan Stanley is seeking a Wealth Management Associate in New York, NY. This role emphasizes exceptional client service, cultivating client relationships, and supporting Financial Advisors with various tasks.

The ideal candidate will have over 5 years of relevant experience, a four-year degree or professional certification, and necessary licenses. The expected base salary ranges from $75,000 to $125,000 annually, depending on qualifications and experience.

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