Wealth Strategy & Client Services Analyst

Morgan Stanley; Laguna Niguel (CA); On-site; USD 83,200 - 92,300; Full time

Benefits offered by this job

Commission earnings

Incentive compensation

Discretionary bonuses

Job summary

Morgan Stanley seeks a Consulting Group Analyst to provide exceptional service to clients and support Financial Advisors. This role involves assisting in digital marketing, financial planning, and performance measurement.

The ideal candidate will have at least 5 years of experience, relevant certifications, and a strong grasp of financial products. The position offers a competitive salary and a collaborative work environment fostering career growth.

Qualifications

• 5+ years of experience in a relevant field.
• Active Series 7 and Series 66/63 licenses.
• Willingness to obtain the CFA or CIMA designation.

Responsibilities

• Assist FA/PWA/team with client service and deliverables.
• Execute digital and in-person marketing strategies.
• Prepare client reports from firm-approved systems.

Skills

Knowledge of financial services products

Technically proficient with platforms

Exceptional writing and client service skills

Detail oriented and organized

Strong time management skills

Team player

Education

Four-year college degree or professional certification

Tools

MS Office (especially MS Excel)

Job description

Morgan Stanley seeks a Consulting Group Analyst to provide exceptional service to clients and support Financial Advisors. This role involves assisting in digital marketing, financial planning, and performance measurement.

The ideal candidate will have at least 5 years of experience, relevant certifications, and a strong grasp of financial products. The position offers a competitive salary and a collaborative work environment fostering career growth.