Wealth Management Associate — Client Experience Lead

Morgan Stanley; Town of Middleton (WI); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering superior client service, managing digital tools, and assisting with portfolio and financial planning tasks.

Ideal candidates have 5+ years’ relevant experience, a four-year degree or professional certification, and required securities licenses. The role emphasizes client relationships, teamwork, and adaptability in a fast-paced environment.

Qualifikationen

• 5+ years of work experience in a field relevant to the position
• 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

Aufgaben

• Provide coverage for an FA/PWA/team and cultivate relationships with partners
• Support FA/PWA/team in enhancing client relationships and delivering exceptional client experience
• Prepare for regular meetings and track follow-ups; ensure timely client service functions
• Provide backup coverage for client service responsibilities including money movement and digital tools education
• Assist with business development activities and marketing strategies
• Participate in client meetings and firm initiatives as directed by local management

Kenntnisse

Leadership

Client service

Financial services knowledge

MS Excel

MS Office

Adaptability

Time management

Team player

Strong written and interpersonal

Ausbildung

Bachelor's degree or professional certification preferred

Series 7 and Series 66 (or Series 63 and Series 65) licenses required

Additional product licenses may be required

Tools

CRM systems

Firm-approved systems (digital marketing/tools)

Jobbeschreibung

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering superior client service, managing digital tools, and assisting with portfolio and financial planning tasks.

Ideal candidates have 5+ years’ relevant experience, a four-year degree or professional certification, and required securities licenses. The role emphasizes client relationships, teamwork, and adaptability in a fast-paced environment.