Wealth Management Client Services Analyst
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-09
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Morgan Stanley in Seattle seeks a Wealth Management Analyst to support Financial Advisor teams, assist with client meetings, digital tools, and reporting. The role entails helping deliver client service, marketing initiatives, and research using firm-approved systems.
Ideal candidates have 2+ years in a related field, a four-year degree or certs, and Series 7/66/63/65 licenses. Strong Excel and MS Office skills are essential in a fast-paced environment.
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