Wealth Management Associate - Morgan Stanley : Job Details

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES:Client Support:Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with g...Management, Wealth Advisor, Associate, Wealth, Financial Advisor, Financial Planning, Business Services