Morgan Stanley
Registered Client Relationship Analyst
$31K–$90K
Boston, Massachusetts · On-site · Full-time · Posted Oct 9, 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 and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, helping manage client accounts and everyday service needs.
What you'll do
- Handle client service requests, including money movement, account questions, onboarding, and digital-tool assistance, within a clerical capacity where specified.
- Support advisor teams with client relationship work, account documentation, meeting materials, research, and business-plan activities.
- Provide administrative support such as answering calls, scheduling meetings, managing calendars and travel, and preparing 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.
- Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$31,200 and $90,000 per year (base salary)
Tools
MS Online, eSign, eAuthorization, Microsoft Office, Word, Excel, Outlook, PowerPoint
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