Wealth Management Analyst — Client Services & Growth

Morgan Stanley; New York (NY); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in New York is seeking a Wealth Management Analyst to support Financial Advisors/ PWAs and teams by assisting in digital marketing, portfolio holdings, proposals, financial planning, reporting and analysis.

You will help deliver client service, backfill client-service tasks, and participate in business development through marketing efforts and client communications. The role requires strong organization, MS Office skills, and solid knowledge of financial products.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Four-year college degree or professional certification preferred.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• Executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems
• Participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Skills

Client service

MS Office

Excel

Written communication

Time management

Team player

Multi-tasking

Interpersonal skills

Education

Four-year college degree or professional certification preferred

Tools

MS Excel

Job description

Morgan Stanley in New York is seeking a Wealth Management Analyst to support Financial Advisors/ PWAs and teams by assisting in digital marketing, portfolio holdings, proposals, financial planning, reporting and analysis.

You will help deliver client service, backfill client-service tasks, and participate in business development through marketing efforts and client communications. The role requires strong organization, MS Office skills, and solid knowledge of financial products.