Morgan Stanley · 5 days ago
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Seattle, WA
Full-time
Hybrid
New Grad, Entry, Mid Level
$60K/yr - $90K/yr
0+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The role involves supporting the maintenance of client accounts and relationships while collaborating with internal teams to ensure exceptional client service.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Support the maintenance of existing client accounts
Assist with team projects and initiatives
Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc
Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc
Support the termination of client accounts as requested
Establish working relationships with Distribution and other internal teams on existing client relationships
Establish working relationships with external contacts for new accounts and activity for existing clients
Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage
Support the provision/refreshing of portfolio analyses with existing clients
Qualification
Required
4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered
0-4+ years proven experience working with financial services advisors / money managers
Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus
Relationship-building skills and ability to thrive in a team environment
Keen interest in and understanding of investment products and financial instruments such as equities and fixed income
Established communication skills - both internally/externally in written/oral/auditory essential
Familiarity with MS Office and the ability to learn additional internal/ external software programs
Resourcefulness, problem solving, and organization (ability to prioritize effectively)
Willingness to work in fast-paced environment with hourly deadlines with attention to detail
Flexible, willing, and able to work long hours as needed
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-09
Benzinga.com
2026-01-09
Company data provided by crunchbase