United States Job Openings

Morgan Stanley

Wealth Management Associate **

Bangor

FULL TIME

November 29, 2024

Wealth Management Associate **
Job Number:
3262291
POSTING DATE: Nov 29, 2024
PRIMARY LOCATION: Americas-United States of America-Maine-Bangor
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Professional
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
QUALIFICATIONS
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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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