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

Securitas Inc.

Manoa Area: Security Officer Job at Securitas Inc.

 ...Manoa Area: Security Officer We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,0... 

Weatherby Healthcare

Locum Tenens CRNA - Anesthesia - $200-235 per hour Job at Weatherby Healthcare

 ...Weatherby Healthcare is seeking a CRNA Anesthesia for a locum tenens job in Minocqua, Wisconsin. Job Description & Requirements Specialty: Anesthesia Discipline: CRNA Duration: 13 weeks Employment Type: Locum Tenens If you are seeking a new opportunity... 

Northern Dauphin Nursing & Rehab

Occupational Therapist OT Job at Northern Dauphin Nursing & Rehab

Occupational Therapist (OT) $45-50/hr (Based on Experience) Full-Time | Millersburg, PA Northern Dauphin Nursing and Rehab is seeking a dedicated Occupational Therapist (OT) to join our rehabilitation team! This role provides occupational therapy services to help... 

Senior Community Care of Colorado

Social Worker $5,000 HIRING BONUS! Job at Senior Community Care of Colorado

$5,000 HIRING BONUS!! Come join our awesome team as a Social Worker at Senior Community Care of Colorado-Montrose. We are offering great...  ...working on a multi-disciplinary team in a hospital, nursing home or community-based setting is preferable. ESSENTIAL FUNCTIONS... 

Lexuezhe Language Center

Spanish teachers wanted (online or offline) Job at Lexuezhe Language Center

Native Spanish speaker with neutral accent Bachelors degree or above With good quality of teaching kids Wired, high speed and stable internet connection Punctual, responsible, good communication skills and easy-going personality A demonstrated respect of the...