Analyst, Wealth Management
Morgan Stanley · mumbai, India
client onboardingbusiness analyticsfinancial servicesmicrosoft officesalesforcecommunicationproblem solvingteam collaborationboth
Job Description
The Analyst will support the scaling of the Canadian business by providing client service support to Financial Advisors and their teams. Responsibilities include client onboarding, business analytics, and administrative support. The role requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams.
Qualifications
University degree or College diploma preferred. 6 months to 2.3 years of Financial Services Experience.
Skills Required
- client onboarding
- business analytics
- financial services
- microsoft office
- salesforce
- communication
- problem solving
- team collaboration
Location
City: mumbai · Country: India