Wealth Management Associate: Client Experience & Support

Morgan Stanley; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will assist with digital marketing, portfolio tools, and financial planning while managing relationships with clients and partners.

Ideal candidates have 5+ years in a relevant field, a four-year degree or professional certification, and required securities licenses.

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), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in enhancing client relationships by providing an exceptional client experience.
• Assist the FA/PWA/team in delivering against their client service model, including meetings and follow-ups.
• Provide backup coverage for routine client service tasks and education on digital tools.

Skills

Leadership

Relationship building

Financial services knowledge

MS Office

Time management

Communication skills

Education

Bachelor's degree or professional certification

Tools

MS Office

Excel

Internet applications

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will assist with digital marketing, portfolio tools, and financial planning while managing relationships with clients and partners.

Ideal candidates have 5+ years in a relevant field, a four-year degree or professional certification, and required securities licenses.