Wealth Management Associate Job at Morgan Stanley, Portland, ME

V01TcnA1ZUFuQzNFZjhLRGJhbDJ3Q2xYWHc9PQ==
  • Morgan Stanley
  • Portland, ME

Job Description

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
  • 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • 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

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

Job Tags

Work experience placement, Local area,

Similar Jobs

Porton Pharma Solutions Ltd.

Process Chemist Job at Porton Pharma Solutions Ltd.

 ...Type: Full Time Position Reports to: Director of Process Chemistry Job Summary: We are seeking a highly motivated and skilled...  ...improvements where necessary, while conducting multi-step organic synthesis Plan and organize routine operations to maximize production... 

Selby Jennings

Property Claims Field Adjuster Job at Selby Jennings

 ...Position: Property Claims Field Adjuster Location: Murray, UT My client is seeking a dedicated Property Loss Claims Specialist responsible for investigating, negotiating, and resolving property loss claims. This role involves assessing damages, writing repair or... 

KODIAK Construction Recruiting & Staffing

Construction Assistant Project Manager Job at KODIAK Construction Recruiting & Staffing

 ...project managers, field teams, clients, and subcontractors to facilitate communication and coordination. Monitor and track construction progress , assisting the on-site superintendent in maintaining schedules and budgets. Identify and report potential project... 

Mosaic

Licensed Practical Nurse Float Pool (LPN) Job at Mosaic

 ...people first. Mosaic is looking for a Licensed Practical Nurse (LPN) Float Pool to join our team! In this role, you will assist...  ...quarter, NO HOLIDAY or WEEKEND requirements, NO ON CALL , can travel up to a 2 hour radius. Grand Island and Axtell areas SALARY -... 

LanceSoft, Inc.

Senior Project Engineer Job at LanceSoft, Inc.

 ...Title: Project Engineer III Location: Walkersville, MD 21793 Duration: 06 Months MUST be local ~30 minutes from Walkersville, MD. M-F Onsite 100% Description: This is a repost of the previous Walkersville Project Engineer, looking for higher quality/...