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Wealth Analytics & Client Service Analyst

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 70000 - 120000 USD Yearly USD 70000.00 120000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Consulting Group Analyst to support Financial Advisors and teams with client service, reporting, and marketing support. The role requires 5+ years’ experience, a four-year degree, and appropriate securities licenses.

You will assist in digital marketing, portfolio tools, and analytical tasks, while coordinating with multiple internal groups. The position emphasizes policy and standards, presentation materials, and performance measurement for advanced accounts, with

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