Wealth Management Analyst: Client Service & Growth

Morgan Stanley; San Francisco (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst in San Francisco, California to provide exceptional support to Financial Advisors and teams. This role emphasizes client service, business development, and requires a strong understanding of various financial products.

The ideal candidate will have a four-year college degree or relevant certification and at least 2 years of experience. They must possess excellent organizational and interpersonal skills, as well as proficiency in financial services tools.

Qualifications

• 2+ years of relevant work experience.
• Detail-oriented with superior organizational skills.
• Strong knowledge of financial products and services.

Responsibilities

• Assist Financial Advisor teams in client service operations.
• Execute administrative elements of marketing strategies.
• Prepare and review client reports and financial plans.

Skills

Knowledge of financial services products

Detail oriented

Technically proficient with MS Office

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Education

Bachelor's degree or professional certification

Active Series 7, Series 66 or Series 63, Series 65

Tools

MS Office (especially MS Excel)

Job description

Morgan Stanley is seeking a Wealth Management Analyst in San Francisco, California to provide exceptional support to Financial Advisors and teams. This role emphasizes client service, business development, and requires a strong understanding of various financial products.

The ideal candidate will have a four-year college degree or relevant certification and at least 2 years of experience. They must possess excellent organizational and interpersonal skills, as well as proficiency in financial services tools.