Strategic Client Services & Analytics Analyst

711 MS Smith Barney, LLC; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley seeks a Consulting Group Analyst to support Financial Advisors/Private Wealth Advisors and teams in client service, digital marketing, analytics, and financial planning. You will assist in meetings, reporting, and research while handling policy and standards, and improving presentation materials.

The role emphasizes timely client service, collaboration with teams, and adaptability in a fast-paced environment. A strong background in finance and licenses is required.

Qualifications

• 5+ years of experience in a field relevant to the position.
• 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.
• Willingness to obtain CIMA or CFA designation.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide coverage for FA/PWA/team and support client service model.
• Prepare for meetings and tracking follow-ups.
• Assist with money movement transactions and non-investment client questions.
• Educate or enroll clients in digital tools (e.g., MS Online).
• Develop digital and in-person marketing strategies.
• Prepare and review client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Engage in firm initiatives, training, and special projects.

Skills

Client service

Financial industry knowledge

MS Excel

Communication

Team collaboration

Education

Four-year college degree or professional certification

Series 7 and Series 66 or Series 63 and Series 65

CIMA or CFA designation (preferred)

Tools

MS Office

Job description

Morgan Stanley seeks a Consulting Group Analyst to support Financial Advisors/Private Wealth Advisors and teams in client service, digital marketing, analytics, and financial planning. You will assist in meetings, reporting, and research while handling policy and standards, and improving presentation materials.

The role emphasizes timely client service, collaboration with teams, and adaptability in a fast-paced environment. A strong background in finance and licenses is required.