Teams at Morgan Stanley

Serve as primary client contact for designated corporate clients, build partnership-style relationships, conduct needs analyses, deliver business reviews, drive retention and growth, coordinate internal stakeholders to resolve issues, provide training/demos, monitor satisfaction, and promote service best practices.

Wealth Management Analysts support Financial Advisors in client service and business development, including financial planning and reporting.

Lead branch-level risk, compliance, and supervisory activities; enforce regulatory and firm policies; support audits, investigations, licensing, FA onboarding, and client suitability reviews while advising management on risk matters.