[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-wealth-management-associate-ms-smith-barney-llc-11-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":73,"processed_longitude":74,"processed_employment_types":75,"processed_working_hours":76,"processed_working_hours_labels":78,"processed_home_office":79,"processed_salary_min":70,"processed_salary_max":71,"processed_salary_currency":67,"processed_salary_source":80,"processed_benefits":81,"processed_benefits_labels":95,"processed_industry":96,"processed_skills":7,"processed_job_location":97,"processed_full_address_gmaps":99,"processed_street_gmaps":101,"processed_city_gmaps":103,"processed_postal_code_gmaps":104,"processed_country_gmaps":106,"processed_country_iso_code_gmaps":108,"full_description":16,"formatted_description":109,"processed_employment_types_labels":36,"processed_home_office_labels":34,"processed_industry_labels":38,"processed_it_skills":110,"processed_it_skills_labels":113,"processed_soft_skills":114,"processed_soft_skills_labels":115,"processed_job_expertise_skills":116,"processed_job_expertise_skills_labels":117,"processed_language_requirements":118,"processed_total_experience_years":112,"processed_professional_field":125,"processed_professional_field_labels":127,"processed_leadership_role":12,"processed_date_posted":20,"raw_job_url":128,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":96,"canonical_industry_label":38,"max_cpc":129,"actual_cpc":7},75516,"wealth-management-associate-ms-smith-barney-llc-11","Wealth Management Associate",null,{"name":9,"slug":10,"logo_url":7},"MS Smith Barney, LLC","ms-smith-barney-llc",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":20,"validThrough":21,"jobLocation":22,"jobLocationType":34,"employmentType":35,"industry":37,"skills":39,"baseSalary":65},"https:\u002F\u002Fschema.org\u002F","JobPosting","Job Description POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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 & Operational Support: Assisting the FA\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. 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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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning.\n\n## DUTIES and RESPONSIBILITIES:\n\n### Client Support:\n\nAs a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including:\n\n- Cultivating relationships with business partners and colleagues internally and externally\n- Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience\n- Assisting the FA\u002FPWA\u002Fteam in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups\n- Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if\u002Fas needed\n- Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For entering solicited orders in a clerical capacity\n- Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members\n\n### Business Development & Operational Support:\n\n- Assisting the FA\u002FPWA\u002Fteam in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management\n- At the direction of FA\u002FPWA\u002Fteam, 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\n- At the request of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients\n- At the request of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems\n\n## Qualifications\n\n### EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:\n\n#### Education and\u002For Experience\n\n- At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens\n- Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management\n\n#### Knowledge\u002FSkills\n\n- Strong leadership skills\n- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts\n- Technically proficient and quick learner of new and updated platforms\n- Detail oriented with superior organizational skills and ability to prioritize\n- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications\n- Exceptional writing, interpersonal and client service skills\n- Strong time management skills\n- Team player with the ability to collaborate with others\n- Ability to work in a fast-paced, evolving environment\n- Adaptable and ability to multi-task\n- Goal oriented, self-motivated and results driven\n\n## REPORTS TO:\n\nBusiness Service Officer\n\n## WHAT YOU CAN EXPECT FROM MORGAN STANLEY:\n\nAt 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.\n\n## What We Do",{"ms excel":111,"ms office":112,"digital tools":112,"internet applications":112},4,3,[40,41,42,43],{"leadership":111,"interpersonal skills":111,"client service":111,"organizational skills":111,"time management":111,"teamwork":111,"adaptability":111,"multi-tasking":111,"self-motivation":111,"results-driven":111,"collaboration":111,"detail-oriented":111,"writing":111},[44,45,46,47,48,49,50,51,52,53,54,55,56],{"research":112,"digital marketing":112,"financial planning":112,"operational support":112,"business development":112,"portfolio management":112,"financial services products":111,"client relationship management":111},[57,58,59,60,61,62,63,64],{"detected_language_jobad":119,"required":120},"en",[121],[122],{"language":123,"level":124},"ENGLISH","C2",[126],"Finance",[126],"https:\u002F\u002Fms.wd5.myworkdayjobs.com\u002Fen-us\u002Fprivate\u002Fjob\u002Fshrewsbury-new-jersey-united-states-of-america\u002Fwealth-management-associate_jr043582-1",1]