Morgan Stanley
Registered Client Relationship Analyst
$35K–$90K
Mclean, Virginia · On-site · Full-time · Posted Oct 30, 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 and teams, handling account needs, transactions, onboarding, and day-to-day coordination.
What you'll do
- Support client relationships by answering account questions, processing money movement, and assisting with account onboarding and maintenance.
- Provide clerical support for account documentation, order entry, portfolio research, and client meeting materials.
- Handle administrative tasks including calls, calendars, travel, expense reports, and office support.
What they ask for
- 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).
- Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$35,360 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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