POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Support:As a key member of the service team, provide coverage for an FA/PWA/team including: Assis ting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Provi ding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacityRemai ning current on all policies, procedures and new platforms Busi n ess Development & Operational Support:Assis ting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At th e direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At th e request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clientsAt th e request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At th e request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lensParti cipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUC A TION, EXPERIENCE, KNOWLEDGE, and SKILLS: Educ a tion and/or Experience 3 y ears of work experience in a field relevant to the position requiredFour- year college degree or professional certification preferred Activ e Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredAddit ional product licenses may be required Know l edge/Skills Know ledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Tech nically proficient and quick learner of new and updated platforms Deta il oriented with superior organizational skills and ability to prioritize Exper t knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applicationsExcep tional writing, interpersonal and client service skillsStron g time management skillsTeam player with the ability to collaborate with othersAbili ty to work in a fast-paced, evolving environmentAdapt able and ability to multi-task Goal oriented, self-motivated and results driven REPO R TS TO:Busin ess Service OfficerMorga n Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morga n Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
