Wealth Management Analyst

Wealth Management AnalystApply locations Coral Gables time type Full time posted on Posted 5 Days Ago job requisition id JR000063POSITION SUMMARYWealth 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, 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 Service : Provide coverage for an FA / PWA / team including assisting in delivering against their client service model, preparing for regular meetings, and tracking follow-ups.Provide 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 capacity.Remain current on all policies, procedures, and new platforms.Business Development Support : Assist 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.Execute against all administrative elements of digital and in-person marketing strategies including conferences, seminars, webinars, websites, social media, and regular email connectivity.Prepare and review various client reports or financial plans from firm-approved systems for existing or prospective clients.Assist with research using firm-approved systems.Participate in existing client and / or prospective client meetings, representing the service lens.Participate in firm initiatives (e.g., training or education programs), special projects, and / or other duties directed by local management.EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS : 2 years of work experience in a field relevant to the position required.Four-year college degree or professional certification preferred.Active Series 7 (GS), and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA) required.Additional product licenses may be required.Knowledge / Skills : Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.Technically proficient and quick learner of new and updated platforms.Detail-oriented with superior organizational skills and ability to prioritize.Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications.Exceptional writing, interpersonal, and client service skills.Strong time management skills.Team player with the ability to collaborate with others.Ability to work in a fast-paced, evolving environment.Adaptable and ability to multi-task.Goal-oriented, self-motivated, and results-driven.Reports to : Business Service OfficerWHAT YOU CAN EXPECT FROM MORGAN STANLEY : We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. Our core values guide our more than 80,000 employees in 1,200 offices across 42 countries. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.We're committed to bringing passion and customer focus to the business.Morgan 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.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).About UsAt Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments, and institutions, always with a standard of excellence and guided by our core values.#J-18808-Ljbffr