Morgan Stanley
Registered Client Relationship Analyst
$33K–$90K
Garden City, New York · On-site · Full-time · Posted Sep 25, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client account service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, handling routine requests and helping maintain client relationships.
What you'll do
- Execute client-requested money movements, support account onboarding and maintenance, and answer general non-investment account questions.
- Support advisors with client materials, research, data entry, digital tools, and marketing activities.
- Handle calls, scheduling, travel itineraries, expense reports, and general office support.
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
$33,113 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MS Online, eSign, eAuthorization
Model-written summary · the original posting is authoritative