Consulting Group Analyst
| Company | Morgan Stanley |
|---|---|
| Location | Kansas City, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- 5+ years of experience in a field relevant to the position required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Responsibilities
- Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
- Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients’ accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
- Remaining current on all policies, procedures and new platforms
- Executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
- Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
- Assisting with research using firm-approved systems
- Participating in existing client and/or prospective client meetings, representing the service lens
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Preferred Qualifications
- Four-year college degree or professional certification preferred
- Additional product licenses may be required