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Wealth Analytics & Client Service Analyst

dallas, tx • Posted 1 weeks ago
Onsite Full Time Consulting

Morgan Stanley is seeking a Consulting Group Analyst to support Financial Advisors and teams with client service, reporting, and marketing support. The role requires 5+ years’ experience, a four-year degree, and appropriate securities licenses.

You will assist in digital marketing, portfolio tools, and analytical tasks, while coordinating with multiple internal groups. The position emphasizes policy and standards, presentation materials, and performance measurement for advanced accounts, with

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