About this opportunity
Morgan Stanley lists this Wealth Management Analyst: Client Service & Planning opportunity in menlo park, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley in United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. This role centers on client service, digital tools, and portfolio and reporting tasks.
Responsibilities include meeting preparation, back-up client service tasks, and assisting with business development, marketing efforts, and client reporting. A minimum of 2+ years experience, a 4-year degree, and relevant securities licenses are preferred.
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Worksite address
menlo park, CA, 94029, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.