Wealth Management Associate — Client & Growth Support

Morgan Stanley; Atlanta (GA); On-site; USD 60,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst in Atlanta to support Financial Advisors and Private Wealth Advisors with client service, marketing, and financial planning tasks. You will prepare for meetings, manage follow-ups, and assist in delivering the client service model while maintaining strong reports and insights.

The role emphasizes MS Office proficiency, quick learning of platforms, and collaboration with team members in a fast-paced environment.

Qualifications

• 2+ years of work experience in a field relevant to the position is 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 licenses may be required.
• 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 superior organizational skills and ability to prioritize.
• Expert knowledge of MS Office (particularly MS Excel) and internet applications.
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills and teamwork ability.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and support daily operations.
• Assist in delivering client service models and preparing for meetings with follow-ups.
• Back-up for clerical client service tasks including money movements and account inquiries.
• Organize and execute business development activities, digital and in-person marketing efforts, and client reporting.
• Support research and preparation of financial plans and client reviews.
• Participate in client meetings representing the service lens.
• Engage in firm initiatives and special projects directed by local management.

Skills

Client service

MS Office proficiency

Writing and communication

Time management

Team collaboration

Detail oriented

Education

Bachelor's degree or professional certification preferred

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley is seeking a Wealth Management Analyst in Atlanta to support Financial Advisors and Private Wealth Advisors with client service, marketing, and financial planning tasks. You will prepare for meetings, manage follow-ups, and assist in delivering the client service model while maintaining strong reports and insights.

The role emphasizes MS Office proficiency, quick learning of platforms, and collaboration with team members in a fast-paced environment.