Sales Support Analyst - Financial Advisory & CRM

Morgan-Stanley; Boston (MA); On-site; USD 65,000 - 75,000; Full time

Job summary

Morgan Stanley seeks a Sales Support professional to assist Internal and External Wholesalers in outreach and service to financial advisors. The role involves coordinating product information requests, attending product update meetings, and supporting marketing campaigns with timely literature fulfillment.

Candidates should have experience with Microsoft Office and Salesforce, with FINRA licenses 7 & 63 expected within three months. A collaborative team player mindset is essential.

Qualifications

• Industry experience preferred.
• Strong attention to detail, organized, and able to juggle multiple tasks.
• Strong communication skills.
• Cooperative team player.
• FINRA Series 7 & 63 licenses required within three months of start date.
• Strong Microsoft Office skills.

Responsibilities

• Identify financial advisors for proactive outbound calls on firm initiatives.
• Assist Internal Wholesalers with product information and requests.
• Attend regular product update meetings with sales teams.
• Run hypothetical mutual fund reports and TA analyses for advisors.
• Support marketing campaigns with literature fulfilment and logistics.
• Update and maintain Salesforce CRM with accurate records.

Skills

Attention to detail

Organized

Multitasking

Strong communication

Cooperative team player

Microsoft Office

Tools

Salesforce CRM

Microsoft Office

Job description

Morgan Stanley seeks a Sales Support professional to assist Internal and External Wholesalers in outreach and service to financial advisors. The role involves coordinating product information requests, attending product update meetings, and supporting marketing campaigns with timely literature fulfillment.

Candidates should have experience with Microsoft Office and Salesforce, with FINRA licenses 7 & 63 expected within three months. A collaborative team player mindset is essential.