Wealth Strategies Sales Support Analyst at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

65000.0

Posted On

28 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Client Onboarding, Financial Analysis, CRM Management, Data Analysis, Communication, Team Collaboration, Business Development, Client Servicing, Investment Knowledge, Trusts Knowledge, Entity Types Knowledge, Proprietary Software Mastery, Fast Paced Environment Adaptability, Territory Campaigns, Email Inquiries Management, Telephone Inquiries Management

Industry

Financial Services

Description

Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm's high net worth sales team. Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products. Assist in onboarding new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements). This includes helping clients fill out paperwork and having a working knowledge on trusts and different types of entities. Update and maintain SalesPage (CRM) as needed. Master proprietary software applications to be able to pull data for ongoing client servicing. Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors. Assist the team with business development (i.e. territory campaigns for ongoing pipeline and new opportunities). Bachelor's degree or equivalent preferred. Ability to work in fast paced environment Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $65,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Support sales efforts for the high net worth sales team by running analyses and assisting in client onboarding. Maintain CRM systems and respond to inquiries from financial advisors.