Morgan Stanley in United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. This role centers on client service, digital tools, and portfolio and reporting tasks.
Responsibilities include meeting preparation, back-up client service tasks, and assisting with business development, marketing efforts, and client reporting. A minimum of 2+ years experience, a 4-year degree, and relevant securities licenses are preferred.
#J-18808-LjbffrWealth Management Analyst: Client Service & Planning in menlo park at Unknown Company
This position is listed as full time and onsite.