CX Team – Events Support Analytics - Client Segments, Analyst, Wealth Management

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Skills you'll use

What you'll do

• The E*TRADE Client Experience team is seeking an Analyst to provide dedicated operational support for CX led events and initiatives. This role ensures strong financial discipline, accurate tracking, and reliable reporting across CX event activity by supporting budget management, expense reporting, and Salesforce event tracking. The Analyst enables CX leaders to execute events efficiently, meet governance requirements, and maintain transparency into spending and outcomes.
• This role partners closely with CX Team to manage the operational components of CX events. The Analyst owns day to day tracking of event spend, expenses, and system records, ensuring data accuracy, timely reporting, and adherence to firm policies. This is a detail oriented, execution focused role suited for someone who thrives in structured processes, works comfortably across systems, and supports leaders with clear, reliable information.
• Example Deliverables (What This Person Will Produce)
• > CX budget trackers and spend vs. plan summaries
• > Expense reports, accrual submissions, and reconciliation support
• > Salesforce event records with complete and consistent data fields
• > Monthly and quarterly reporting on CX event spend and activity
• > Leadership ready summaries highlighting variances, risks, and trends

Who can apply

• > Bachelor's degree in Business, Finance, Accounting, Operations, or a related field.
• > 6 months to 2.5 years of experience in operations, finance support, program management, or a similar analyst role.
• > Strong Excel skills, including the ability to manage trackers, reconciliations, and summary reporting.
• > Comfort working with financial data, expense processes, and system based tracking.
• > High attention to detail and strong organizational skills.
• > Ability to communicate clearly with cross functional stakeholders.

About Morgan Stanley

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