Business Development Associate

Business Development Associate

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As key 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) / Private Wealth Advisor(s) / teams, this role will focus on assisting in all areas of service level business development including digital marketing, portfolio holdings and / or proposal tools and financial planning.

Duties and Responsibilities :

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the Financial Advisor / Private Wealth Advisor / team in cultivating and enhancing new and existing client relationships through an exceptional client experience
• Assisting the Financial Advisor / Private Wealth Advisor / team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Assisting the Financial Advisor / Private Wealth Advisor / team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management
• At the direction of Financial Advisor / Private Wealth Advisor / team, executes against all clerical 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 Financial Advisor / Private Wealth Advisor / 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 Financial Advisor / Private Wealth Advisor / team, assisting with research using firm-approved systems
• At the request of Financial Advisor / Private Wealth Advisor / team, participating in existing client and / or prospective client meetings, representing the service lens
• Focusing with the Financial Advisor / Private Wealth Advisor / team and other business partners to optimize business practice efficiencies
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and / or Financial Advisor / Private Wealth Advisor / team, such as executing money movement transactions, answering general non-investment related questions concerning client 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
• Participating in firm initiatives (e.g., training or education programs), special projects and / or other duties directed by local management
• Remaining current on all policies, procedures and new platforms

Education, Experience, Knowledge, and Skills :

Education and / or Experience :

Knowledge / Skills :

Reports to :

Business Service Officer

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'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.

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).