Morgan Stanley
Private Wealth Management Registered Client Relationship Analyst
Clayton, Missouri · On-site · Full-time · Posted Oct 6, 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 day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, money movement, client onboarding, and meeting coordination.
What you'll do
- Support and maintain client relationships by answering account questions, processing money movement, and assisting with account onboarding and documentation.
- Help advisors with client meetings, business plans, marketing, and clerical research and data entry.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, and expense reports.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Knowledge of financial services products.
- Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
MS Online, eSign, eAuthorization, Microsoft Office, Word, Excel, Outlook, PowerPoint
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