Morgan Stanley
Client Relationship Analyst
Milwaukee, Wisconsin · On-site · Full-time · Posted Sep 16, 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 clients with account needs and relationship management.
What you'll do
- Handle client requests, including money movement, account information, digital tool enrollment, and account documentation.
- Support advisors with client relationship activities, research, meeting preparation, data entry, and marketing.
- Manage administrative tasks such as calls, calendars, 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, interpersonal, writing, and client service skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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