Morgan Stanley
Private Wealth Management Registered Client Relationship Analyst
Ponte Vedra Beach, Florida · On-site · Full-time · Posted Oct 22, 2026
- Experience
- Two or more years of industry experience preferred.
- 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 clerical support to Financial Advisors and Private Wealth Advisors, handling account needs, transactions, onboarding, and administrative tasks.
What you'll do
- Support client relationships by answering account questions, processing money movement, and assisting with account onboarding and maintenance.
- Provide clerical support for orders, client research, meeting materials, data entry, and marketing activities.
- Handle administrative tasks including calls, calendar coordination, travel arrangements, and expense reports.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, interpersonal, writing, and client service skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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