Wealth Management Associate: Client Services & Growth

Morgan Stanley; Bloomfield Hills (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Bloomfield Hills, MI, seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, focusing on delivering an exceptional client experience. You will help with digital marketing, portfolio holdings and proposal tools, while building trusted relationships with clients and partners.

As a senior member of the service team, you will assist in client service delivery, coordinate meetings and follow-ups, and ensure timely processing of client

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

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships with business partners and colleagues internally and externally.
• Assist the FA/PWA/team in enhancing client relationships by delivering an exceptional client experience.
• Support in preparing for meetings and tracking follow-ups; ensure timely completion of client service functions.
• Provide backup coverage for traditional client service responsibilities as needed, including money movement, account inquiries, digital tools enrollment, and order entry in a clerical capacity.
• Assist with research using firm-approved systems and participate in client meetings, representing the service lens.
• Support the FA/PWA/team in executing marketing strategies (digital and in-person) and in processing client reports or financial plans.

Skills

Leadership

Client service

Interpersonal skills

Financial products knowledge

MS Office

Detail oriented

Time management

Team player

Adaptable

Education

Bachelor's degree

Professional certification preferred

Series 7/66/63/65 required

Tools

MS Excel

MS Office

Job description

Morgan Stanley in Bloomfield Hills, MI, seeks a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, focusing on delivering an exceptional client experience. You will help with digital marketing, portfolio holdings and proposal tools, while building trusted relationships with clients and partners.

As a senior member of the service team, you will assist in client service delivery, coordinate meetings and follow-ups, and ensure timely processing of client