Wealth Management Support Specialist

Morgan Stanley; Toms River (NJ); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid Time Off

Job summary

Morgan Stanley in Toms River, NJ is looking for Wealth Management Associates to provide exceptional client service and support to Financial Advisors. This role involves building trusted client relationships and supporting business development efforts through various channels.

Candidates should possess strong interpersonal skills, knowledge of financial products, and the ability to manage multiple tasks efficiently. The position offers a competitive salary along with a comprehensive benefits package including health plans, paid time off, and a 401(k).

Qualifications

• Participates in training or education programs.
• Represents service lens in client meetings.

Responsibilities

• Cultivates relationships with business partners.
• Assists in executing digital marketing strategies.
• Prepares client reports or financial plans.

Skills

Strong leadership skills

Knowledge of financial services products

Proficient in MS Office

Exceptional writing skills

Strong time management skills

Goal oriented

Tools

MS Excel

Internet applications

Job description

Morgan Stanley in Toms River, NJ is looking for Wealth Management Associates to provide exceptional client service and support to Financial Advisors. This role involves building trusted client relationships and supporting business development efforts through various channels.

Candidates should possess strong interpersonal skills, knowledge of financial products, and the ability to manage multiple tasks efficiently. The position offers a competitive salary along with a comprehensive benefits package including health plans, paid time off, and a 401(k).