Wealth Client Services & Biz Development Associate

Morgan Stanley; Colorado Springs (CO); On-site; USD 50,000 - 95,000; Full time

Benefits offered by this job

401(k)

Paid Time Off

Health Insurance

Disability Insurance

Job summary

Morgan Stanley is seeking Business Development Associates to deliver exceptional client service and support Financial Advisors in Colorado Springs. Candidates should have strong interpersonal skills and a focus on enhancing client experiences. The role involves assisting with service delivery, client relationship management, and executing marketing strategies.

With a salary range of $50,000 to $95,000, the position also offers comprehensive employee benefits including medical and dental insurance, retirement plans, and generous paid time off.

Qualifications

• 5+ years of relevant work experience is required.
• Knowledge of financial services products is essential.
• A versatile learner of new platforms is preferred.

Responsibilities

• Cultivate client relationships to enhance their experience.
• Assist in business planning and execution of strategies.
• Participate in client meetings and represent service perspective.

Skills

Interpersonal skills

Detail oriented

Time management

Customer service

Team player

Education

Four-year college degree

Professional certification

Active Series 7

Series 66 or Series 63 and 65

Tools

MS Office (Excel)

Internet applications

Job description

Morgan Stanley is seeking Business Development Associates to deliver exceptional client service and support Financial Advisors in Colorado Springs. Candidates should have strong interpersonal skills and a focus on enhancing client experiences. The role involves assisting with service delivery, client relationship management, and executing marketing strategies.

With a salary range of $50,000 to $95,000, the position also offers comprehensive employee benefits including medical and dental insurance, retirement plans, and generous paid time off.