869 jobs for "Member Associate"

Wealth Management Associate

At Morgan Stanley - Purchase

Posted on Oct 30

View job Apply on company site

Customer Experience Associate

At TD Bank - Winnipeg

Posted on Nov 7

View job Apply on company site

Customer Experience Associate

At TD Bank - Sherwood Park

Posted on Nov 7

View job Apply on company site

Customer Experience Associate - Dieppe

At TD Bank - Dieppe

Posted on Nov 7

View job Apply on company site

Associate Director, Communications

At Genmab - Princeton

Posted on Oct 30

View job Apply on company site

Business Analyst Associate

At Fisher Investments - Plano

Posted on Oct 21

View job Apply on company site

DSNP Care Coordinator

At Healthfirst - Remote / Flexible

Posted on Oct 22

View job Apply on company site

Sr. Cribl Engineer - TS/SCI with CI Poly | Chantilly, VA

At Optiv - Alexandria

Posted on Oct 18

View job Apply on company site

Warehouse Associate

At Rentokil Terminix - Parsippany

Posted on Nov 6

View job Apply on company site

Accounts Receivable Associate

At Enovis

Posted on Oct 26

View job Apply on company site

HIM Forms Governance Coordinator

At Cook Children's Health Care System - Fort Worth

Posted on Oct 28

View job Apply on company site

Provider Network Associate

At Oscar Health - Remote / Flexible

Posted on Nov 5

View job Apply on company site

CVG200 Conversions Diagnostic Technician II - 404

At Jabil - Florence

Posted on Nov 6

View job Apply on company site

Executive Director, Hospital Marketing

At CSL - King of Prussia

Posted on Oct 22

View job Apply on company site

Senior Director Software Engineer

At Broadridge - Markham

Posted on Oct 22

View job Apply on company site

Epic Systems Analyst - Benefits/Claims

At Cook Children's Health Care System - Fort Worth

Posted on Oct 22

View job Apply on company site

Inventory Control Manager

At McLane - Hebron

Posted on Oct 23

View job Apply on company site

Quality Engineer / Інженер з якості

At Jabil - Uzhhorod

Posted on Nov 5

View job Apply on company site

Marketing Coordinator

At Rentokil Terminix - Remote / Flexible

Posted on Nov 5

View job Apply on company site

IT/OT Software Engineer

At Hitachi Energy - Vaesteras · Ludvika

Posted on Oct 29

View job Apply on company site

Morgan Stanley

Wealth Management Associate

Purchase, NY$35,360 – $90,000Posted 9 days ago

Apply on company site View full job

POSITION SUMMARY

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

DUTIES and RESPONSIBILITIES:

Client Service:

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

Business Development Support:

• 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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description

• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Education and/or Experience

• 5+ years of work experience in a field relevant to the position required

• Four-year college degree or professional certification preferred

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

• Additional product licenses may be required

Knowledge/Skills

• 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

Reports to:

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't 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'll 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's 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 into your browser.

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

View company profile