Wealth Management Associate: Client Experience & Operations

Morgan Stanley; Boston (MA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Morgan Stanley Wealth Management is seeking a Senior Service Associate to support Financial Advisors and teams in delivering exceptional client experiences. You will manage client interactions, assist with digital marketing, portfolio tools, and financial planning tasks while maintaining strong relationships with business partners and colleagues.

You will help prepare meetings, track follow-ups, and ensure timely completion of client service duties, including money movements and enrollment in

Qualifications

• Strong leadership and client service skills.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new platforms.
• Detail oriented with excellent organizational skills and ability to prioritize.

Responsabilités

• As a senior member of the service team, provide coverage for an FA/PWA/team including.
• 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 and 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, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• Executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• Preparing and reviewing client reports or financial plans from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems

Connaissances

Leadership

Relationship building

Client service

Time management

MS Excel

Written communication

Multitasking

Team player

Adaptable

Goal oriented

Outils

MS Office

MS Online

Description du poste

Morgan Stanley Wealth Management is seeking a Senior Service Associate to support Financial Advisors and teams in delivering exceptional client experiences. You will manage client interactions, assist with digital marketing, portfolio tools, and financial planning tasks while maintaining strong relationships with business partners and colleagues.

You will help prepare meetings, track follow-ups, and ensure timely completion of client service duties, including money movements and enrollment in