Morgan Stanley
Client Relationship Analyst
$35K–$90K
Minneapolis, Minnesota · On-site · Full-time · Posted Oct 5, 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.
What you'll do
- Support client relationships by handling money movement, answering general account questions, assisting with account documentation and digital tools, and preparing client materials.
- Provide administrative support, including calls, calendar and meeting coordination, travel arrangements, expense reports, and document handling.
- Assist advisor teams with data entry, research, marketing support, and business plans; stay current on firm policies and platforms.
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).
- Detail-oriented organizational, prioritization, writing, interpersonal, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$35,360 - $90,000 USD per year, base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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