Wealth Management Associate: Client-First Partner

Morgan Stanley; New York (NY); Vor Ort; USD 90.000 - 125.000; Vollzeit

Zusammenfassung

Morgan Stanley Wealth Management is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional client experiences, building trusted relationships, and assisting in digital marketing, portfolio tools, and financial planning.

Strong interpersonal skills and client-first mindset are essential. Responsibilities include preparing for meetings, tracking follow-ups, and coordinating with internal partners while staying

Qualifikationen

• 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), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Aufgaben

• 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 as well as 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
• Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Jobbeschreibung

Morgan Stanley Wealth Management is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional client experiences, building trusted relationships, and assisting in digital marketing, portfolio tools, and financial planning.

Strong interpersonal skills and client-first mindset are essential. Responsibilities include preparing for meetings, tracking follow-ups, and coordinating with internal partners while staying