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Wealth Management Client Services Analyst
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-27
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Morgan Stanley in Pasadena seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, and reporting. You will help prepare for meetings, track follow-ups, and assist with marketing, portfolio tools, and financial planning processes.
The role emphasizes accuracy, collaboration, and the ability to manage multiple tasks in a fast-paced financial services environment.
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