Wealth Management Analyst — Client Services & Strategy
Morgan Stanley
Morgan Stanley in the United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service, digital marketing, portfolio tooling, and reporting. You will help prepare for meetings, track follow-ups and assist with day-to-day activities across the advisory team. The role requires a 4-year degree, 2+ years of related experience, and active licenses (Series 7/66 or 63/65). #J-18808-Ljbffr Morgan Stanley
Vacancy posted 3 days ago
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