Wealth Management Client Services Analyst
Morgan-Stanley
Morgan Stanley in Seattle seeks a Wealth Management Analyst to support Financial Advisor teams, assist with client meetings, digital tools, and reporting. The role entails helping deliver client service, marketing initiatives, and research using firm-approved systems. Ideal candidates have 2+ years in a related field, a four-year degree or certs, and Series 7/66/63/65 licenses. Strong Excel and MS Office skills are essential in a fast-paced environment. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 1 day ago
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