Wealth Management Strategy & Client Services Analyst

711 MS Smith Barney, LLC; Seattle (WA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Wealth Management Analyst in Seattle to support Financial Advisors and Private Wealth Advisors with client service, reporting, planning and digital marketing tasks. The role emphasizes collaboration across teams, staying current on policies, and contributing to the firm’s business plan and client engagement activities.

Applicants should have 2+ years of relevant experience, a bachelor’s degree or professional certifications, and required licenses.

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), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) 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.
• Expert knowledge of MS Office (especially MS Excel) and internet applications.
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multi-task.
• Goal oriented, self-motivated and results driven.

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 client service associate responsibilities as requested.
• Remaining current on all policies, procedures and new platforms.
• Assisting with organizing around and executing against the business plan with Practice Strategy Consultants and Branch Management.
• Executing digital and in‑person marketing strategies including conferences, seminars, webinars, websites and email connectivity.
• Preparing and reviewing client reports or financial plans from firm-approved systems for existing or prospective clients.
• Assisting with research using firm-approved systems.
• Participating in client meetings, representing the service lens.
• Participating in firm initiatives, trainings and special projects directed by local management.

Skills

Client service

MS Excel

Time management

Team player

Analytical skills

Digital tools

Writing skills

Education

Bachelor’s degree or professional certification

Series 7/66 or 63/65 licenses

Tools

MS Office Suite

Firm-approved systems

Job description

Morgan Stanley is seeking a Wealth Management Analyst in Seattle to support Financial Advisors and Private Wealth Advisors with client service, reporting, planning and digital marketing tasks. The role emphasizes collaboration across teams, staying current on policies, and contributing to the firm’s business plan and client engagement activities.

Applicants should have 2+ years of relevant experience, a bachelor’s degree or professional certifications, and required licenses.