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Morgan Stanley · 18 hours ago

PWM Wealth Management Associate

Boston, MA

Full-time

Onsite

Mid Level

$68K/yr - $120K/yr

Morgan Stanley is a leading global financial services firm, and they are seeking a PWM Wealth Management Associate to provide exceptional service to clients and support Financial Advisors. This role focuses on building trusted relationships and delivering an exceptional client experience through various support functions.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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

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

Qualification

Financial productsMS Office proficiencyLeadership skillsOrganizational skillsInterpersonal skillsTime managementTeam playerAdaptabilityGoal oriented

Required

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