Wealth Management Support Specialist

Morgan Stanley; Pittsburgh (Allegheny County); On-site; USD 75,000 - 115,000; Full time

Job summary

Morgan Stanley in the United States seeks a Consulting Group Analyst to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tools and reporting. The role focuses on policy, standards, and performance measurement for technically advanced accounts.

It also involves business development support, preparing client reports, and participating in firm initiatives, with emphasis on collaboration and timely execution in a fast-paced environment.

Qualifications

• 5+ years of 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
• Willingness to obtain the CIMA or CFA designation
• Knowledge of financial services products, including equities, bonds, options, funds, annuities and managed accounts
• Technically proficient and quick learner of new platforms
• Detail oriented with strong organizational and writing skills
• Proficient in MS Excel and general internet applications
• Strong time management and client service orientation
• Team player, able to collaborate in a fast-paced environment
• Adaptable and able to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Client Service: cover FA/PWA/team and support regular meetings
• Backup coverage for client service tasks including money movement and digital tools education
• Stay current on policies, procedures and new platforms
• Business Development Support: execute digital and in-person marketing elements
• Prepare/review client reports or financial plans from approved systems
• Assist with research using firm-approved systems
• Attend client meetings representing the service lens
• Participate in firm initiatives, training and special projects

Skills

Client service

Financial products knowledge

MS Excel

Communication skills

Time management

Team collaboration

Adaptability

Education

Bachelor's degree or equivalent

Series 7 & 66 or Series 63 & 65

CIMA or CFA designation (preferred)

Tools

MS Office

Internet applications

Job description

Morgan Stanley in the United States seeks a Consulting Group Analyst to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, portfolio tools and reporting. The role focuses on policy, standards, and performance measurement for technically advanced accounts.

It also involves business development support, preparing client reports, and participating in firm initiatives, with emphasis on collaboration and timely execution in a fast-paced environment.