Wealth Management Analyst: Client & Digital Support

711 MS Smith Barney, LLC; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. You will assist in client service tasks, marketing, portfolio reporting, and financial planning support, contributing to a high-touch client experience.

Ideal candidates have 2+ years of relevant experience, a four-year degree, and relevant securities licenses. You will work within a dynamic team and use firm-approved systems to prepare client materials and analyses.

Qualifications

• 2+ years of work experience in a field relevant to the position is 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

Responsibilities

• Support FAs/PWAs/teams in client service, including meeting prep and follow-ups
• Provide backup coverage for client service duties and handle routine transactions
• Assist with digital marketing, portfolio holdings, proposals, reporting and analysis

Skills

Client service

MS Excel

MS Office

Detail oriented

Time management

Team player

Adaptable

Education

Bachelor's degree

Finance licenses (Series 7/66/63/65)

Tools

MS Online

Job description

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. You will assist in client service tasks, marketing, portfolio reporting, and financial planning support, contributing to a high-touch client experience.

Ideal candidates have 2+ years of relevant experience, a four-year degree, and relevant securities licenses. You will work within a dynamic team and use firm-approved systems to prepare client materials and analyses.