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Providing exceptional service to clients and supporting Financial Advisors (FAs) and Private Wealth Advisors (PWAs) on a daily basis is the core of this role. As a key member of the service team, this position focuses on assisting in areas such as digital marketing, portfolio holdings, proposal tools, financial planning, reporting, and analysis.
Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals. The company has been doing so for 90 years, guided by values such as putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. Morgan Stanley has more than 80,000 employees in 1,200 offices across 42 countries.
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Headquarters
Wellesley, Massachusetts, United States of America
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