Wealth Management Analyst

DUTIES and RESPONSIBILITIES :

Client Support :

As a key member of the service team, provide coverage for an FA / PWA / team including :

• Assisting the FA / PWA / team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Providing 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

Remaining current on all policies, procedures and new platforms

Business Development & Operational Support :

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

Education and / or Experience

Knowledge / Skills

REPORTS TO :

Morgan Stanley

EOE committed to diversifying its workforce.

M / F / D / V

Version : 7 / 10 / 2024

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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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