Wealth Management Associate
Morgan Stanley
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- MarketingCustomer serviceStakeholder managementSocial mediaExcelMicrosoft Office
- Work
- On-site in Purchase
- Pay
- Not stated by the employer.
- Skill demand
- Customer service61%Marketing18%Stakeholder management3%Social media2%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
Wealth Management Associates provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams. As senior members of the service team, they build trusted relationships through client interactions, focusing on delivering an exceptional client experience. This role will assist in areas such as digital marketing, portfolio holdings and/or proposal tools, and financial planning.
Key Responsibilities
Client Support
- Provide coverage for an FA/PWA/team as a senior member of the service team.
- Cultivate relationships with internal and external business partners and colleagues.
- Support FAs/PWAs/teams in enhancing new and existing client relationships by providing an exceptional client experience.
- Assist FAs/PWAs/teams in delivering their client service model, including preparing for regular meetings and tracking follow-ups.
- Ensure all client service functions are performed in a timely manner, assigning work to team members daily if needed.
- Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money movement transactions, answering general non-investment related questions, educating or enrolling clients in digital tools (e.g., MS Online), and accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity.
- Remain current on all policies, procedures, and new platforms, sharing reminders and best practices with other service team members.
- Represent the service lens when participating in existing client and/or prospective client meetings.
Business Development & Operational Support
- Assist FAs/PWAs/teams in organizing around and executing their business plan, partnering with other market stakeholders like Practice Strategy Consultants and Branch Management.
- Execute administrative elements of digital and in-person marketing strategies (conferences, seminars, webinars, websites, social media, email connectivity) at the direction of FAs/PWAs/teams.
- Prepare and review 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.
- Assist with research using firm-approved systems at the request of the client and/or FA/PWA/team.
- Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.
Requirements & Tech Stack
- Financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
- Basic personal computer
- MS Office (particularly MS Excel)
- Internet applications
- Firm-approved systems
- Digital tools (e.g., MS Online)
Qualifications
- Strong leadership skills
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- 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