Wealth Management Client Services Analyst

Socket.dev; Conshohocken (Montgomery County); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, financial planning, reporting and marketing initiatives. The role emphasizes organization, accuracy and collaboration within a fast-paced team environment.

Ideal candidates have multiple licenses and a background in financial services, strong MS Office skills and excellent written and interpersonal communication abilities.

Qualifications

• 2+ years of work experience in wealth management support
• Bachelor’s degree or professional certification preferred
• Knowledge of financial services products including equities, bonds, funds, annuities, insurance and managed accounts
• Technically proficient with MS Office and digital tools
• Exceptional written and interpersonal communication skills

Responsibilities

• Assist FAs/PWAs/teams in delivering client service and preparing for regular meetings
• Provide backup coverage for client-service and clerical tasks including meetings, reports and basic transactions as needed
• Support business development efforts through marketing, conferences, seminars, webinars, websites and email campaigns
• Prepare and review client reports and financial plans from firm-approved systems
• Participate in research and client meetings to represent the service lens
• Contribute to firm initiatives and special projects as directed by management

Skills

Client service

Interpersonal skills

Writing skills

Time management

Team player

Adaptability

Education

Bachelor's degree or professional certification

Series 7/66/63/65 licenses

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, financial planning, reporting and marketing initiatives. The role emphasizes organization, accuracy and collaboration within a fast-paced team environment.

Ideal candidates have multiple licenses and a background in financial services, strong MS Office skills and excellent written and interpersonal communication abilities.