Wealth Management Analyst — Client Services & Strategy

Morgan Stanley; Oklahoma City (OK); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service, digital marketing, portfolio tooling, and reporting. You will help prepare for meetings, track follow-ups and assist with day-to-day activities across the advisory team.

The role requires a 4-year degree, 2+ years of related experience, and active licenses (Series 7/66 or 63/65).

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
• Additional product licenses may be required

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
• At the direction of FA/PWA/team, 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
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, 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 Excel

Time management

Team player

Attention to detail

Strong writing

Education

4-year college degree

Professional certification

Tools

MS Office

Job description

Morgan Stanley in the United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service, digital marketing, portfolio tooling, and reporting. You will help prepare for meetings, track follow-ups and assist with day-to-day activities across the advisory team.

The role requires a 4-year degree, 2+ years of related experience, and active licenses (Series 7/66 or 63/65).