Morgan Stanley
Client Relationship Analyst
Dallas, Texas · On-site · Full-time · Posted Oct 26, 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 maintain client relationships and handle routine account needs.
What you'll do
- Support client relationships by processing money movement requests, answering general account questions, and assisting with digital tools and account documentation.
- Provide clerical support for account opening, financial planning, investment research, reporting, and client meeting materials.
- Handle administrative tasks including calls, calendar coordination, 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, prioritization, writing, interpersonal, client service, and time management 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