Wealth Management Associate: Client Experience

Morgan Stanley; City of Glens Falls (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for growth

Diversity and inclusion commitment

Job summary

Morgan Stanley seeks a Wealth Management Associate in Glens Falls, NY to support Financial Advisors and provide exceptional service to clients. The role includes cultivating relationships, enhancing client experiences, and executing marketing strategies.

Qualified candidates should possess leadership skills, knowledge of financial products, and the ability to manage time effectively. This position offers competitive compensation based on experience, including potential bonuses and benefits.

Qualifications

• Strong leadership skills.
• Knowledge of financial services products.
• Detail-oriented with superior organizational skills.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships.
• Assist the FA/PWA/team with client relationship management.
• Execute administrative elements of marketing strategies.

Skills

Leadership skills

Knowledge of financial products

Detail-oriented

MS Office proficiency

Interpersonal skills

Time management skills

Team collaboration

Adaptability

Job description

Morgan Stanley seeks a Wealth Management Associate in Glens Falls, NY to support Financial Advisors and provide exceptional service to clients. The role includes cultivating relationships, enhancing client experiences, and executing marketing strategies.

Qualified candidates should possess leadership skills, knowledge of financial products, and the ability to manage time effectively. This position offers competitive compensation based on experience, including potential bonuses and benefits.