Morgan Stanley is seeking a Wealth Management Analyst in the United States to support FAs/PWAs/teams with client service, reporting, and marketing activities. You will assist in preparing for meetings, tracking follow-ups, and handling administrative tasks related to client accounts and digital tools.
The role requires 2+ years of relevant experience, a four-year degree (or equivalent), and active Series 7 and Series 66 or Series 63/65 licenses.
#J-18808-LjbffrWealth Management Analyst — Client Services & Growth in south windsor at Unknown Company
This position is listed as full time and onsite.