Wealth Management Associate: Client Experience Lead

Morgan-Stanley

West Des Moines (IA)

On-site

USD 60,000 - 90,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Morgan Stanley in West Des Moines, IA seeks a Wealth Management Associate who serves as the first point of contact for clients on account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor, this role combines relationship management with product knowledge to cultivate lasting client relationships and ensure timely delivery of commitments.

You will prepare performance reports, assist with investment strategies, develop presentation materials, and

Qualifications

5+ years of work experience in a field relevant to the position required.
Bachelor's degree or professional certification preferred.
Active SIE, Series 7 and 66 licenses (or 63 and 65) preferred.

Responsibilities

Establishes and cultivates trusting relationships with clients, helping them understand investments and planning strategies.
Assists Advisors in developing and delivering financial and investment strategies.
Prepares performance reports and analyzes portfolio holdings for clients.
Develops presentation materials and proposals for client meetings and opportunities.
Coordinates client meetings, events, webinars and seminars with the advisory team.
Handles orders in Brokerage and Advisory accounts and supports marketing initiatives.