Wealth Management Analyst: Client & Growth Support

Morgan Stanley; Seattle (WA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) retirement plan

Paid Time Off and Holidays

Disability Insurance

Life Insurance

Job summary

Morgan Stanley in Seattle is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The ideal candidate will assist in digital marketing, portfolio management, and client communication.

Responsibilities include helping with client service models, executing administrative marketing strategies, and participating in client meetings. Candidates should have relevant experience and a solid understanding of financial services products.

Qualifications

• Must have 2+ years of experience in a relevant field.
• Preferred to have a four-year college degree or professional certification.
• Active Series7, Series66 or Series63 and Series65 required.

Responsibilities

• Assist FA/PWA/team in delivering client service model.
• Provide backup coverage for client service responsibilities.
• Assist with research using firm-approved systems.

Skills

Knowledge of financial services products

Detail oriented

Exceptional writing skills

Team player

Strong time management skills

Education

Four-year college degree or professional certification preferred

2+ years of relevant work experience

Active Series7 and Series66 or Series63 and Series65 required

Tools

MS Office (particularly MS Excel)

Job description

Morgan Stanley in Seattle is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The ideal candidate will assist in digital marketing, portfolio management, and client communication.

Responsibilities include helping with client service models, executing administrative marketing strategies, and participating in client meetings. Candidates should have relevant experience and a solid understanding of financial services products.