Morgan Stanley
Client Relationship Analyst
$35K–$90K
Winchester, Virginia · On-site · Full-time · Posted Oct 20, 2026
- 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, helping meet clients’ everyday account needs and maintain relationships.
What you'll do
- Handle client service requests, including money movement, account questions, digital tools, and clerical support for account documentation and meeting materials.
- Support advisor teams’ business and client service plans, marketing, research, and data entry.
- Manage administrative tasks such as calls, calendars, travel, expense reports, and office documentation.
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, client service, time management, and prioritization 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