Morgan Stanley
Job Location :
Portland,ME, USA
Posted on :
2025-10-10T17:28:06Z
Job Description :
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. As a key member of the service team, in supporting FA/ PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: 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/...Analyst, Client Service, Financial Planning, Wealth Advisor, Technology, Skills, Support
Apply Now!