Morgan Stanley
Client Relationship Analyst
Wilkes Barre, Pennsylvania · On-site · Full-time · Posted Sep 14, 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 day-to-day 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
- Execute client-requested money movement and answer general non-investment account questions.
- Support account documentation, digital tools, meeting preparation, and client relationship activities.
- Handle phone calls, calendars, travel itineraries, expense reports, 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, time-management, and client-service skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative