Morgan Stanley Wealth Management Analysts provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. This role focuses on digital marketing, portfolio holdings, proposals, and reporting from the service team perspective.
The position involves client support, marketing execution, and preparing client reports while staying current on policies and platforms. Base pay ranges from $75k to $125k, with additional incentive components possible.
#J-18808-LjbffrWealth Management Analyst: Client Service & Strategy in menlo park at Unknown Company
This position is listed as full time and onsite.