Wealth Management Analyst: Client Services & Strategy

711 MS Smith Barney, LLC; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and PWA teams with client service, marketing initiatives, and reporting.

The role requires 2+ years in a relevant field, a four-year degree or professional certification, and active securities licenses. Candidates should be proficient in MS Office, especially Excel, and capable of multitasking in a fast-paced environment.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• 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.
• 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 superior organizational skills and ability to prioritize.
• MS Office (particularly MS Excel) and internet applications.
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Client Service: assist FA/PWA/team delivering against their client service model and preparing for meetings.
• Backup coverage for client service associate responsibilities, including money movements and general inquiries.
• Stay current on policies, procedures and new platforms.
• Business Development Support: assist in executing business plans with Practice Strategy Consultants and Branch Management.
• Execute administrative elements of digital and in-person marketing strategies including conferences and webinars.
• Prepare and review client reports or financial plans from approved systems for clients.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Participate in firm initiatives and special projects directed by local management.

Skills

Client service

Team collaboration

Attention to detail

Strong communication

Time management

Education

Four-year college degree

Professional certification preferred

Series 7/66/63/65 licenses

Tools

MS Office

MS Excel

MS PowerPoint

Job description

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and PWA teams with client service, marketing initiatives, and reporting.

The role requires 2+ years in a relevant field, a four-year degree or professional certification, and active securities licenses. Candidates should be proficient in MS Office, especially Excel, and capable of multitasking in a fast-paced environment.