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Morgan Stanley · 2 days ago

Private Wealth Management Analyst

Menlo Park, CA

Full-time

Onsite

Entry Level

$68K/yr - $120K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. The Private Wealth Management Analyst will support Financial Advisors and Private Wealth Advisors by providing exceptional client service and assisting with business development efforts.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems

At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Qualification

Active Series 7Series 66Financial services knowledgeMS Office proficiencyOrganizational skillsInterpersonal skillsTime managementTeam playerAdaptabilityGoal oriented

Required

2+ years of work experience in a field relevant to the position required

Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Additional product licenses may be required

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven