Morgan Stanley
Client Relationship Analyst
$32K–$90K
Garden City, New York · On-site · Full-time · Posted May 8, 2026
- Experience
- No specific number of years stated; industry experience is a plus.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors and clients by handling everyday account service, relationship support, and administrative tasks.
What you'll do
- Process client-requested money movement and respond to general, non-investment account questions.
- Support client relationships, account documentation, digital tools, meeting preparation, and business plans.
- Handle administrative tasks including calls, calendars, travel, 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
$32,219 and $90,000 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative