Consulting Group Analyst

Client Service DUTIES and 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 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
• Business Development Support: 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
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems
• 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

EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

• Education and/or Experience: 5+ years of experience in a field relevant to the position required; Four-year college degree or professional certification preferred
• 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/Skills: 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; Adaptable and able to multi-task; Goal oriented, self-motivated and results driven

Reports To

Business Service Officer

Pay

Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment.

Schedule

Not specified

Benefits

Includes some of the most attractive and comprehensive employee benefits and perks in the industry.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.