Wealth Management Associate: Client Experience & Growth

Morgan Stanley; Portland (ME); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and delivering a client-first experience. You will help with digital marketing, portfolio tools, and financial planning, while coordinating with internal teams to ensure timely service.

As a senior member of the service team, you will contribute to business development and operational support, organize marketing efforts, and prepare client

Qualifications

• Provide senior service team support to Financial Advisor(s) and Private Wealth Advisor(s).
• Assist in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.

Responsibilities

• Provide coverage for an FA/PWA/team.
• Cultivate relationships with business partners and colleagues.
• Support the FA/PWA/team in delivering client service and preparing for regular meetings.

Skills

Client service

Interpersonal skills

Digital marketing support

Portfolio tooling

Financial planning support

Written communication

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and delivering a client-first experience. You will help with digital marketing, portfolio tools, and financial planning, while coordinating with internal teams to ensure timely service.

As a senior member of the service team, you will contribute to business development and operational support, organize marketing efforts, and prepare client