Wealth Management Analyst — Client Services & Growth

Morgan Stanley; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Dallas seeks a Wealth Management Analyst to support Financial Advisors and teams with client service, digital marketing, portfolio tools, financial planning, reporting and analysis. The role emphasizes collaboration with FAs/PWAs and cross-functional partners to deliver exceptional client service.

Responsibilities include preparing for meetings, assisting with marketing programs, generating client reports, and gaining exposure to firm-approved systems and strategies.

Qualifications

• 2+ years of work experience in a field relevant to the position is 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.

Responsibilities

• Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Provide backup coverage for traditional client service responsibilities, including money movements, account questions, and enrollment in digital tools.
• Stay current on policies, procedures and platforms.
• Assist with organizing and executing business plan, marketing strategies, and client reports.
• Prepare and review client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Engage in firm initiatives and training programs.

Skills

Client service

Microsoft Excel

Detail oriented

Time management

Team player

Education

Four-year college degree

Series 7/66/63/65 licenses

Tools

MS Office

Firm-approved systems

Job description

Morgan Stanley in Dallas seeks a Wealth Management Analyst to support Financial Advisors and teams with client service, digital marketing, portfolio tools, financial planning, reporting and analysis. The role emphasizes collaboration with FAs/PWAs and cross-functional partners to deliver exceptional client service.

Responsibilities include preparing for meetings, assisting with marketing programs, generating client reports, and gaining exposure to firm-approved systems and strategies.