AG真人百家乐

POSITION SUMMARY听
Wealth Management Associates provide exceptional service to our clients and support Financial听
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. 听As senior members of the听
service team, through regular interactions with clients, individuals in this role build trusted relationships. 听
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal听
skills and their focus will be on delivering an exceptional client experience. 听In supporting Financial听
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such听
as digital marketing, portfolio holdings and/or proposal tools and financial planning. 听 听

DUTIES and RESPONSIBILITIES:听
Client Service: 听听
As a senior member of the service team, provide coverage for an FA/PWA/team including: 听
鈥� Cultivating relationships with business partners and colleagues internally and externally听
鈥� Supporting the FA/PWA/team in 听enhancing new and existing client relationships 听by providing an听
exceptional client experience听
鈥� Assisting the FA/PWA/team in delivering against their client service model, including preparing for听
regular meetings as well as tracking follow-ups 听
鈥� Ensuring all client service functions are performed in a timely manner, assigning work to team听
members on a daily basis if/as needed 听
鈥� Providing backup coverage for traditional registered or unregistered Client Service Associate听
responsibilities at the request of the client and/or FA/PWA/team, such as executing money听
movement transactions, answering general non-investment related questions concerning clients听
accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering听
unsolicited orders and/or entering solicited orders in a clerical capacity听
鈥� Remaining current on all policies, procedures and new platforms and sharing reminders and best听
practices with other service team members 听

Business Development Support: 听
鈥� Assisting the FA/PWA/team in organizing around and executing against their business plan,听
partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch听
Management 听
鈥� 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听
and regular email connectivity 听
鈥� At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or听
financial plans from firm-approved systems for existing or prospective clients听
鈥� At the request of the client and/or FA/PWA/team, assisting with research using firm-approved听
systems 听
鈥� At the request of FA/PWA/team, participating in existing client and/or prospective client meetings,听
representing the service lens听
鈥� Participating in firm initiatives (e.g., training or education programs), special projects and/or other听
duties directed by local management听

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:听
Education and/or Experience听
鈥� 5+ years of work experience in a field relevant to the position required听
鈥� Four-year college degree or professional certification preferred 听
鈥� Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required听
鈥� Additional product licenses may be required听

碍苍辞飞濒别诲驳别/厂办颈濒濒蝉听
鈥� Strong leadership skills 听
鈥� Knowledge of financial services products, including but not limited to equities, bonds, options,听
mutual funds, annuities, insurance, and managed accounts听
鈥� Technically proficient and quick learner of new and updated platforms听
鈥� Detail oriented with superior organizational skills and ability to prioritize 听
鈥� Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet听
补辫辫濒颈肠补迟颈辞苍蝉听
鈥� Exceptional writing, interpersonal and client service skills听
鈥� Strong time management skills听
鈥� Team player with the ability to collaborate with others听
鈥� Ability to work in a fast-paced, evolving environment听
鈥� Adaptable and ability to multi-task 听
鈥� Goal oriented, self-motivated and results driven听

Reports to:听
鈥� Business Service Officer听


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WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren鈥檛 just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you鈥檒l find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There鈥檚 also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices鈥� into your browser.

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).