Morgan Stanley
Client Relationship Analyst
Duncan, Oklahoma · On-site · Full-time · Posted Oct 19, 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, including handling routine account needs and coordinating client interactions.
What you'll do
- Support client relationships by processing requested money movements, answering general non-investment account questions, and helping clients use digital tools.
- Assist with account documentation, data entry, research, meeting materials, and advisor business plans.
- Handle administrative tasks such as 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, 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