Wealth Client Experience Associate

Morgan Stanley; Palo Alto (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in Palo Alto, CA is seeking a Business Development Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves cultivating relationships, assisting in financial planning, and executing marketing strategies.

The ideal candidate has over 5 years of relevant experience, a four-year degree, and necessary financial licenses. This role offers a competitive base pay between $75,000 and $125,000 annually, along with additional compensation packages.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Strong knowledge of financial services products such as equities and bonds.
• Ability to work in a fast-paced environment and prioritize effectively.

Responsibilities

• Cultivating relationships with business partners and clients.
• Supporting the FA/PWA/team in delivering exceptional client service.
• Preparing and reviewing client reports or financial plans.

Skills

Interpersonal skills

Client service skills

Time management

Technical proficiency

Organizational skills

Education

Four-year college degree

Active Series 7, Series 66 or Series 63 and Series 65 licenses

Tools

MS Office (particularly MS Excel)

Job description

Morgan Stanley in Palo Alto, CA is seeking a Business Development Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves cultivating relationships, assisting in financial planning, and executing marketing strategies.

The ideal candidate has over 5 years of relevant experience, a four-year degree, and necessary financial licenses. This role offers a competitive base pay between $75,000 and $125,000 annually, along with additional compensation packages.