Morgan Stanley
Client Relationship Analyst
Dallas, Texas · On-site · Full-time · Posted Oct 26, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, helping clients with account needs and relationship management.
What you'll do
- Handle client requests such as money movement, account questions, and digital-tool enrollment; assist with account documentation and data entry.
- Support advisors with client research, meeting materials, marketing, business plans, and relationship development.
- Manage administrative tasks including calls, calendars, travel itineraries, expense reports, and document handling.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, prioritization, writing, interpersonal, and client service skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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