Wealth Management Analyst: Client Service & Planning

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

Job summary

Morgan Stanley in United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. This role centers on client service, digital tools, and portfolio and reporting tasks.

Responsibilities include meeting preparation, back-up client service tasks, and assisting with business development, marketing efforts, and client reporting. A minimum of 2+ years experience, a 4-year degree, and relevant securities licenses are preferred.

Qualifications

• 2+ years of work experience in a field relevant to the position 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
• Additional product licenses may be required
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of MS Office and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Client Support: cover for an FA/PWA/team, prepare for regular meetings and track follow-ups
• Provide backup coverage for client service associate responsibilities, including money movement, questions, digital tools enrollment
• Remain current on policies, procedures, and new platforms
• Business Development & Operational Support: assist in organizing and executing the business plan
• Coordinate digital and in-person marketing strategies including conferences, seminars, webinars, websites, social media, and email connectivity
• Prepare and review client reports or financial plans from firm-approved systems
• Assist with research using firm-approved systems
• Participate in client or prospective client meetings
• Take part in firm initiatives and projects directed by local management

Skills

Client service

MS Excel

Time management

Team player

Adaptable

Attention to detail

Communication

Technology savvy

Education

Bachelor's degree

Finance licenses

Tools

MS Office

MS Online

Job description

Morgan Stanley in United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. This role centers on client service, digital tools, and portfolio and reporting tasks.

Responsibilities include meeting preparation, back-up client service tasks, and assisting with business development, marketing efforts, and client reporting. A minimum of 2+ years experience, a 4-year degree, and relevant securities licenses are preferred.