Wealth Management Client Support Analyst

Morgan-Stanley; Pittsburgh (Allegheny County); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley in Pittsburgh seeks a Consulting Group Analyst to support Financial Advisors and Private Wealth Advisors through client service, marketing, portfolio tooling, and reporting. The role emphasizes policy, standards, and performance measurement for technically advanced accounts.

The position requires relevant experience, industry licenses, and willingness to pursue CFA/CIMA designations, with a focus on teamwork and fast-paced execution.

Competenze

• 5+ years of 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.

Mansioni

• Provide coverage for a FA/PWA/team and support client service delivery.
• Prepare for regular meetings and track follow-ups with clients.
• Assist with money movement transactions and general client questions.
• Educate or enroll clients in digital tools (e.g., MS Online).
• 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.

Conoscenze

Financial services knowledge

MS Excel

Client service

Team collaboration

Formazione

Bachelor's degree

Professional certification preferred

Strumenti

MS Office

Financial analysis tools

Descrizione del lavoro

Morgan Stanley in Pittsburgh seeks a Consulting Group Analyst to support Financial Advisors and Private Wealth Advisors through client service, marketing, portfolio tooling, and reporting. The role emphasizes policy, standards, and performance measurement for technically advanced accounts.

The position requires relevant experience, industry licenses, and willingness to pursue CFA/CIMA designations, with a focus on teamwork and fast-paced execution.