Senior Wealth Management Client Services Associate

Morgan Stanley; Portland (ME); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley in Portland, ME seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors and their teams with client service, portfolio tools, and financial planning. You will help deliver an exceptional client experience by maintaining strong client relationships and preparing for client meetings.

As a senior service team member, you will support in digital marketing initiatives, performance reporting and research while ensuring timely, accurate service

Qualifications

• Strong leadership skills.
• Knowledge of financial services products (equities, bonds, funds, annuities, insurance).
• Technically proficient and quick learner of new platforms.
• Detail oriented with strong organization and prioritization.
• Excellent writing, interpersonal and client service skills.
• Strong time management and ability to multi-task.
• Team player with collaboration mindset.
• Able to work in a fast-paced environment.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with partners.
• Support the FA/PWA/team in delivering high-quality client service and meeting preparation.
• Track follow-ups and ensure timely execution of client-related tasks.
• Back up traditional Client Service Associate duties when needed, including non-investment inquiries and digital tool enrollment.
• Stay current on firm policies and platforms and share best practices with the team.
• Assist with marketing and business development efforts, including digital/marketing strategies, reports, and research as requested.

Skills

Leadership

Financial products knowledge

MS Office

Detail oriented

Interpersonal skills

Time management

Team player

Adaptable

Communication

Goal oriented

Tools

MS Office

Job description

Morgan Stanley in Portland, ME seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors and their teams with client service, portfolio tools, and financial planning. You will help deliver an exceptional client experience by maintaining strong client relationships and preparing for client meetings.

As a senior service team member, you will support in digital marketing initiatives, performance reporting and research while ensuring timely, accurate service