Private Wealth Management, Wealth Management Associate

About this role

POSITION SUMMARY: 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 guidance and input from team members * Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns * Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail * Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors * Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors * Provides ongoing support in educating clients about specific products and services offered at the firm * Develops presentation materials and proposals to assist Financial Advisors

Apply for this role on Morgan Stanley’s official careers site.