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E*TRADE from Morgan Stanley · 2 months ago

Sales Support Analyst

Boston, Massachusetts, United States of America

Full-time

Onsite

New Grad, Entry Level

$65K/yr - $65K/yr

E*TRADE from Morgan Stanley is a leading global asset management organization. The Sales Support Analyst will support the sales efforts of Internal and External Wholesalers by assisting with product information and various requests, running reports, and maintaining accurate records in the CRM system.

BankingFinanceFinancial Services

Responsibilities

Work indirectly with financial advisors by assisting Internal Wholesalers with product information and other various requests

Attend regular product update meetings with sales teams to become familiar with EV products/services and the financial industry as a whole

Run hypothetical mutual fund reports and TA’s (Transition Analysis) for Internal Wholesalers to use with advisors to sell EV products

Support marketing campaigns through regular literature fulfilment for financial advisors, taking ownership of logistical requirements and strict timelines

Update and maintain SalesPage (CRM system) to reflect accurate records with FINRA as well as developing effective data management techniques in a fast-changing industry