Wealth Management Analyst: Client Service & Strategy

711 MS Smith Barney, LLC; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley’s Wealth Management Analyst role supports Financial Advisors and Private Wealth Advisors by delivering client service, digital tools onboarding, and portfolio reporting. The analyst helps in meeting preparation, follow-ups, and coordinating with team members to execute firm-approved processes.

This entry-level position emphasizes strong organizational and MS Office skills, with Series 7/66/63/65 licensure as noted, plus a four-year degree.

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.

Responsibilities

• Assisting FA/PWA/team in delivering client service and meeting preparation.
• Providing backup coverage for client service associate duties and handling basic transactions.
• Staying current on policies, procedures and new platforms.
• Assisting with business plan execution and marketing initiatives.
• Preparing client reports or financial plans using firm-approved systems.

Skills

Client service

MS Excel

Time management

Interpersonal skills

Team player

Adaptable

Education

Bachelor's degree

Tools

Series 7

Series 66

Series 63

Series 65

Job description

Morgan Stanley’s Wealth Management Analyst role supports Financial Advisors and Private Wealth Advisors by delivering client service, digital tools onboarding, and portfolio reporting. The analyst helps in meeting preparation, follow-ups, and coordinating with team members to execute firm-approved processes.

This entry-level position emphasizes strong organizational and MS Office skills, with Series 7/66/63/65 licensure as noted, plus a four-year degree.