Morgan Stanley
Client Relationship Analyst
$33K–$90K
Paramus, New Jersey · On-site · Full-time · Posted Oct 21, 2026
- Experience
- No specific number of years stated; industry experience is a plus.
- 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 manage client relationships and account needs.
What you'll do
- Handle client requests such as money movement, account questions, profile updates, and enrollment in digital tools.
- Support advisors with client relationship management, account opening data entry, research, meeting materials, and marketing activities.
- Manage administrative tasks including calls, calendars, travel itineraries, expense reports, and office support.
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, interpersonal, writing, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$33,113 and $90,000 per year (USD; base salary range).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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