Wealth Management Analyst: Client Services & Growth

Morgan Stanley; Miami Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors, assisting in client service, marketing, financial planning, and reporting. The role emphasizes collaboration, multi-tasking, and adherence to firm policies.

The position involves helping manage client relationships, coordinating with marketing and operations, and contributing to the team’s business plan while maintaining high service standards.

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
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new platforms
• Detail oriented with strong organizational skills
• Excellent writing, interpersonal and client service skills
• Strong time management
• Team player with collaboration
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Responsibilities

• Provide coverage for an FA/PWA/team including delivering against the client service model.
• Prepare for regular meetings and track follow-ups.
• Provide backup coverage for traditional Client Service Associate duties.
• Educate or enroll clients in digital tools (e.g., MS Online).
• Enter solicited or unsolicited orders in a clerical capacity.
• Stay current on policies, procedures and new platforms.
• Assist FA/PWA/team in organizing and executing business plans.
• Support marketing efforts including conferences, seminars, webinars, websites and social media.
• 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

Business development support

Digital marketing support

Financial planning & reporting

MS Office & Excel

Strong writing & interpersonal skills

Time management

Team player

Adaptable & multi-task

Results-driven

Education

Bachelor's degree or professional certification preferred

Tools

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors, assisting in client service, marketing, financial planning, and reporting. The role emphasizes collaboration, multi-tasking, and adherence to firm policies.

The position involves helping manage client relationships, coordinating with marketing and operations, and contributing to the team’s business plan while maintaining high service standards.