Wealth Management Analyst: Client Service & Strategy

Morgan Stanley; Wellesley (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in the United States seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. The role focuses on client service, digital tools, portfolio support, and reporting, with exposure to marketing and business development activities.

Candidates typically have 2+ years of related experience and a four-year degree. Some licenses may be required; the team emphasizes accuracy, teamwork, and adapting to a fast-paced environment.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• Proficiency with MS Office (Excel) and basic tech platforms.
• Strong written and interpersonal communication skills.

Responsibilities

• Provide coverage for an FA/PWA/team, supporting client service.
• Prepare for meetings and track follow-ups.
• Back up clerical client service tasks when needed.
• Assist with digital marketing tools and online platforms.
• Support business plan execution and marketing events.
• Create and review client reports or financial plans.

Skills

Client service

Finance knowledge

MS Office

Written comm

Time management

Team player

Education

Bachelor's degree or professional certification preferred

Job description

Morgan Stanley in the United States seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. The role focuses on client service, digital tools, portfolio support, and reporting, with exposure to marketing and business development activities.

Candidates typically have 2+ years of related experience and a four-year degree. Some licenses may be required; the team emphasizes accuracy, teamwork, and adapting to a fast-paced environment.