Morgan Stanley
Registered Client Relationship Analyst
$35K–$90K
Lisle, Illinois · On-site · Full-time · Posted Oct 1, 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 administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transaction processing, onboarding, and scheduling.
What you'll do
- Support client relationships by answering account questions, processing money movement and orders, and helping clients use digital tools.
- Maintain client accounts and documentation; assist with clerical research, reporting, meeting materials, and business-plan activities.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, and expense reports.
What they ask for
- High School Diploma/Equivalency
- 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)
Nice to have
- College degree
- Two or more years of industry experience
Pay
$35,360 - $90,000 USD base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative