Morgan Stanley
Client Relationship Analyst
$66K–$78K
Boston, Massachusetts · On-site · Full-time · Posted Oct 9, 2026
- Experience
- No specific number of years stated.
- 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 client requests and day-to-day account and office needs.
What you'll do
- Support client relationships by processing money movement, answering general account questions, and assisting with account documentation and digital tools.
- Help advisors with research, reporting, meeting preparation, data entry, and marketing activities.
- Manage calls, calendars, meeting logistics, travel itineraries, 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, communication, interpersonal, and client service skills.
Nice to have
- College degree preferred.
- Industry experience is a plus.
Pay
$66,500 and $78,200 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative