Apply on Employer Site

E*TRADE from Morgan Stanley · 1 day ago

Consulting Group Analyst

Houston, Texas, United States of America

Full-time

Onsite

Senior Level

5+ years exp

E*TRADE from Morgan Stanley is seeking a Consulting Group Analyst to provide exceptional service to clients and support Financial Advisors. This role focuses on assisting in areas such as digital marketing, financial planning, and performance measurement for technically advanced accounts.

BankingFinanceFinancial Services

Responsibilities

As a key member of the service team, provide coverage for a FA/PWA/team including:

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 clients' 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

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

Series 7Series 66Financial services knowledgeMS OfficeCIMACFADetail orientedInterpersonal skillsTime managementTeam playerAdaptable

Required

5+ years of experience in a field relevant to the position

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

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