Wealth Management Associate: Client Services & Planning

Morgan-Stanley; Chicago (IL); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account (HSA)

Dependent care savings

Job summary

Morgan Stanley Wealth Management is seeking a dedicated Wealth Management Analyst/Client Service Associate to support Financial Advisors, PWAs and teams in client service, client reporting, and business development activities. You will assist with digital tools, marketing efforts and financial planning tasks while maintaining strong client relations.

The role requires 2+ years of relevant experience, Series 7 and other licenses, and solid knowledge of financial products.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• 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.
• Technically proficient and quick learner of new and updated platforms.
• Detail oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of MS Office and internet applications.
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams, including meetings prep and follow-ups.
• Assist in executing money movements and enter solicited/unsolicited orders as needed.
• Support business development via marketing, conferences, webinars, websites and social media.
• Prepare/review client reports or financial plans using firm-approved systems.
• Assist with research and participate in client meetings when directed by FAs/PWAs/teams.
• Participate in training programs and other duties assigned by local management.

Skills

Client service

MS Excel

Time management

Communication skills

Team player

Adaptability

Research

Education

Bachelor’s degree or professional certification

Tools

MS Office

Job description

Morgan Stanley Wealth Management is seeking a dedicated Wealth Management Analyst/Client Service Associate to support Financial Advisors, PWAs and teams in client service, client reporting, and business development activities. You will assist with digital tools, marketing efforts and financial planning tasks while maintaining strong client relations.

The role requires 2+ years of relevant experience, Series 7 and other licenses, and solid knowledge of financial products.