Financial Planning Service Desk, Analyst/associate, Global Investment Office

Morgan Stanley

Baltimore, Maryland, United States
Base: 70,000 - 85,000 py; bonus/equity: not specif...
Expert guidance for financial tools
Technical issue resolution
Client service focus
The role involves helping Financial Advisors navigate financial planning tools

Job Summary

  • The role involves helping Financial Advisors navigate financial planning tools.
  • Analysts will aggregate feedback and resolve technical issues.
  • This position offers exposure to wealth management and professional development opportunities.

Matching Summary

The role involves helping Financial Advisors navigate financial planning tools.

Salary

Base: 70,000 - 85,000 per year; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Expert guidance for financial tools
  • Technical issue resolution
  • Client service focus

Nice-to-have

  • Strong communication skills
  • Team-oriented approach
  • Ability to work under pressure

Key Requirements

  • Securities Industry Essentials (SIE) required
  • Bachelor’s degree required
  • 2+ years of financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter