Morgan Stanley
Client Relationship Analyst
$66K–$78K
Boston, Massachusetts · On-site · Full-time · Posted Sep 8, 2026
- Experience
- No years specified; 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 client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, handling everyday account needs and helping maintain client relationships.
What you'll do
- Process client-requested money movements, answer general non-investment account questions, and assist with account documentation and digital tools.
- Support client relationship management, meeting preparation, portfolio research, data entry, marketing, and business plans.
- Coordinate calls, calendars, travel, expenses, and general office tasks.
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.
Pay
$66,500 and $78,200 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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