Morgan Stanley
Registered Client Relationship Analyst
Pittsburgh, Pennsylvania · On-site · Full-time · Posted Sep 8, 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, helping maintain client relationships and accounts.
What you'll do
- Handle client account servicing, including money movement, account information, onboarding, documentation, and order entry in a clerical capacity as directed.
- Support advisors with client relationship activities, business plans, marketing, research, and meeting materials.
- Provide administrative support, including calls, calendar and travel coordination, expense reports, and in-office tasks.
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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MS Online, eSign, eAuthorization
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