Strategic Client Services & Biz Dev Associate

Morgan Stanley; Newport (RI); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Newport, RI seeks a Business Development Associate to support Financial Advisors and teams, delivering exceptional client service and assisting in business development through marketing, portfolio tools and planning.

The role emphasizes relationship building, coordination with partners, and accurate execution of client reports and meetings. Strong communication and multitasking are essential for success in a fast-paced environment.

Qualifications

• 5+ years of relevant work experience.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63/65 (AG/RA) may be required.
• Knowledge of financial services products including equities, bonds, options, funds, annuities, and managed accounts.
• Technically proficient and quick to learn new platforms.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Cultivate relationships with business partners and internal/external colleagues.
• Support FAs/PWAs/teams to build exceptional client experiences.
• Assist in client meetings, follow-ups, and reporting.
• Help organize and execute business plans with stakeholders.
• Contribute to digital and in-person marketing efforts (websites, social media, email).
• Prepare/review client reports and financial plans from approved systems.

Skills

Client service

Relationship building

MS Excel

Time management

Team player

Education

Bachelor's degree or professional certification

Tools

CRM software

MS Office

Job description

Morgan Stanley in Newport, RI seeks a Business Development Associate to support Financial Advisors and teams, delivering exceptional client service and assisting in business development through marketing, portfolio tools and planning.

The role emphasizes relationship building, coordination with partners, and accurate execution of client reports and meetings. Strong communication and multitasking are essential for success in a fast-paced environment.