Morgan Stanley
Client Relationship Analyst
$35K–$90K
New York, New York · On-site · Full-time · Posted Oct 8, 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, including account transactions, client communications, and meeting coordination.
What you'll do
- Support client relationships by handling money movement requests, answering general account questions, maintaining client information, and assisting with digital tools and account opening.
- Assist advisory teams with portfolio research, performance reports, client meeting materials, marketing, and business-plan activities.
- Handle administrative tasks including calls, calendars, meeting logistics, 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, prioritization, communication, time-management, and client-service skills
Nice to have
- College degree
- Industry experience
Pay
$35,360 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative