Wealth Management Associate — Client Experience Lead

Morgan Stanley

BLOOMINGTON (MN)

On-site

USD 75,000 - 125,000

Full time

14 hours ago

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Benefits offered by this job

Competitive benefits

401(k) plan

Paid time off

Career growth opportunities

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support FAs/PWAs/teams with client service, digital marketing, portfolio holdings, and financial planning. You will build trusted relationships with clients while coordinating meetings and handling follow-ups to ensure an exceptional client experience.

Ideal candidates bring 5+ years of related experience, a 4-year degree or professional certifications, and required licenses (Series 7/66 or 63/65).

Qualifications

5+ years of work experience in a field relevant to the position required.
Four-year college degree or professional certification preferred.
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
Additional product licenses may be required.

Responsibilities

Cultivating relationships with business partners and colleagues internally and externally.
Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience.
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed.
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team.