Morgan Stanley
Registered Client Relationship Analyst
$33K–$88K
Bethesda, Maryland · On-site · Full-time · Posted Oct 16, 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, transactions, onboarding, and meeting coordination.
What you'll do
- Support client relationships and handle account service requests, money movement, and clerical order entry under advisor direction.
- Onboard and maintain client accounts, assist with approved research and meeting materials, and support advisor business and marketing plans.
- Manage calls, calendars, meeting logistics, travel itineraries, expense reports, and general 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.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$33,280- $88,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative