Wealth Management Analyst: Client Service & Growth Support

711 MS Smith Barney, LLC

New York (NY)

On-site

USD 34,000 - 90,000

Full time

14 days+

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Job summary

Morgan Stanley Wealth Management Analysts provide exceptional service to clients and support Financial Advisor(s) and Private Wealth Advisor(s) teams daily. The role focuses on client service, digital marketing support, portfolio tooling, financial planning, and reporting.

Ideal candidates have 2+ years of relevant experience, a 4-year degree or professional certification, and required securities licenses. The position emphasizes collaboration, adaptability, and strong MS Office skills in a

Qualifications

2+ years of work experience in a field relevant to the position.
Bachelor’s degree or professional certification preferred.
Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses are required.

Responsibilities

Support Financial Advisors/ PWAs/ teams in client service, meetings, and follow-ups.
Provide backup coverage for Client Service Associate responsibilities including money movement and account questions.
Assist with digital marketing, portfolio/tools reviews, and preparing client reports and financial plans as needed.
Support business development efforts and marketing activities for client engagement.