Wealth Management Associate

**POSITION SUMMARY:** Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. **DUTIES and RESPONSIBILITIES:** **Client Support:** - As a senior member of the service team, provide coverage for an FA/PWA/team including: - Cultivating relationships with business partners and colleagues internally and externally - Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience - Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups - Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed - Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity - Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members **Business Development & Operational Support:** - Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management - At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity - At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients - At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications **EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:** **Education and/or Experience** - At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens - Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management **Knowledge/Skills** - Strong leadership skills - Knowledge of financial services products, including but not limited to 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 basic personal computer, MS Office (particularly MS Excel) and internet applications - Exceptional writing, interpersonal and client service skills - Strong time management skills - Team player with the ability to collaborate with others - Ability to work in a fast-paced, evolving environment - Adaptable and ability to multi-task - Goal oriented, self-motivated and results driven **REPORTS TO:** - Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and ba…