Wealth Management Associate** - Morgan Stanley : Job Details

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ 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) (PW - As)/ 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 Service: 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 c...Management, Associate, Client Service, Wealth, Wealth Advisor, Financial Advisor, Business Services