Consulting Group Analyst

Morgan Stanley UK

Indianapolis, US
Client service model execution
Digital tools enrollment
Financial product knowledge
Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on areas like digital marketing, portfolio holdings, and financial planning

Job Summary

  • Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on areas like digital marketing, portfolio holdings, and financial planning.
  • Key responsibilities include assisting in delivering client service models, preparing client reports, supporting marketing strategies, and handling administrative elements of client meetings.
  • Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.

Matching Summary

Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on areas like digital marketing, portfolio holdings, and financial planning.

Skills & Requirements

Must-have

  • Client service model execution
  • Digital tools enrollment
  • Financial product knowledge
  • MS Office proficiency
  • Client reporting preparation

Nice-to-have

  • Collaborative team player
  • Goal-oriented and self-motivated
  • Adaptable to fast-paced environment
  • Exceptional interpersonal skills

Key Requirements

  • 5+ years relevant experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 licenses
  • Four-year college degree or professional certification preferred
  • Willingness to obtain CIMA or CFA designation

Work Rights

Not specified

Tailored Resume

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