Morgan Stanley
Registered Client Relationship Analyst
$34K–$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.
About the job
Provides client service and administrative support to Financial Advisors and Private Wealth Advisors, including account servicing, transactions, client communications, and office coordination.
What you'll do
- Support client relationships by handling account questions, money movement, onboarding, documentation, digital tools, and order entry as directed.
- Assist advisors with client meetings, portfolio research and reporting, business plans, and marketing support.
- Handle administrative tasks including calls, calendars, travel, expenses, and general office support.
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.
Pay
USD $33,500 and USD $90,200 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MS Online, eSign, eAuthorization
Model-written summary · the original posting is authoritative