Wealth Management Associate: Client Experience Lead

Morgan Stanley; West Des Moines (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in West Des Moines is seeking a Wealth Management Associate to support client accounts, financial plans, and investment portfolios. Working with Financial Advisors, you will help deliver timely, accurate client service and collaborate across teams to meet client goals.

You will prepare performance reports, develop materials for client meetings, and participate in presentations to cultivate new business opportunities.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active SIE, Series 7 and 66 licenses or equivalents.
• Additional product licenses may be required.

Responsibilities

• Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies.
• Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that address each client’s goals.
• Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail.
• Prepares performance reports and other data for clients, including evaluating account performance and generating quarterly investment monitors.
• Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities.
• Works with clients on the execution of orders in Brokerage and Advisory accounts.
• Designs and produces strategy reports and other communications for use with clients and prospects.
• Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor.

Skills

Relationship management

Marketing skills

Product knowledge

Team collaboration

Client service

Communication skills

Problem solving

Education

Bachelor's degree or professional certification

Active SIE license

Series 7 and 66 (or 63 and 65) licenses

Tools

Microsoft Office

Job description

Morgan Stanley in West Des Moines is seeking a Wealth Management Associate to support client accounts, financial plans, and investment portfolios. Working with Financial Advisors, you will help deliver timely, accurate client service and collaborate across teams to meet client goals.

You will prepare performance reports, develop materials for client meetings, and participate in presentations to cultivate new business opportunities.