Wealth Management Associate: Client Services & Growth Support

Morgan Stanley; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

20 Vacation Days annually

Job summary

Morgan Stanley Wealth Management Associate role supports Financial Advisor teams by delivering exceptional client service and coordinating digital tools, portfolio holdings and financial planning tasks. The role builds trusted client relationships through regular interactions, ensuring timely execution and accurate follow-up.

We seek candidates with 5+ years of relevant experience, a four-year degree, and required securities licensing.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong leadership and client service skills; quick learner of new platforms.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing client relationships with an exceptional client experience.
• Assisting in preparing meetings and tracking follow-ups for client service.
• Ensuring timely client service functions and daily task assignments.
• Providing backup coverage for client service responsibilities as needed.
• Staying current on policies and platforms and sharing best practices.

Skills

Interpersonal skills

Client service

Leadership

Time management

Education

Four-year college degree

Tools

MS Excel

MS Office

Job description

Morgan Stanley Wealth Management Associate role supports Financial Advisor teams by delivering exceptional client service and coordinating digital tools, portfolio holdings and financial planning tasks. The role builds trusted client relationships through regular interactions, ensuring timely execution and accurate follow-up.

We seek candidates with 5+ years of relevant experience, a four-year degree, and required securities licensing.