Strategic Client Relations & Growth Associate

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

Job summary

Morgan Stanley in Tysons, VA seeks a Business Development Associate to support Financial Advisors and Private Wealth Advisors in delivering superior client service, digital marketing support, and planning tools. You will build trusted client relationships and assist in portfolio and reporting activities.

You will collaborate with advisors to execute marketing strategies, prepare client reports, and stay current on policies and platforms to enhance practice efficiency.

Qualifications

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

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
• Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders.

Skills

Client service

Excel

Interpersonal skills

Time management

Teamwork

Fast learner

Education

Bachelor's degree

FINRA Series 7/66/63/65 licenses

Tools

MS Office

Portfolio management systems

Job description

Morgan Stanley in Tysons, VA seeks a Business Development Associate to support Financial Advisors and Private Wealth Advisors in delivering superior client service, digital marketing support, and planning tools. You will build trusted client relationships and assist in portfolio and reporting activities.

You will collaborate with advisors to execute marketing strategies, prepare client reports, and stay current on policies and platforms to enhance practice efficiency.