Morgan Stanley
Registered Client Relationship Analyst
$35K–$90K
Wayzata, Minnesota · 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.
- 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 meeting coordination.
What you'll do
- Support client relationships by handling service requests, account inquiries, money movement, and account onboarding and maintenance.
- Provide clerical support for account documentation, order entry, portfolio research, client meeting materials, and advisor business plans.
- Manage administrative tasks such as calls, calendars, travel itineraries, and expense reports.
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).
- Strong organizational, client service, interpersonal, writing, and time management skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$35,360 - $90,000 / Yr. (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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