Morgan Stanley
Registered Client Relationship Analyst
$72K–$85K
Garden City, New York · On-site · Full-time · Posted Sep 28, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and coordination.
What you'll do
- Support client relationships by handling account inquiries, money movement, account onboarding, documentation, and digital-tool enrollment.
- Assist advisors with clerical research, portfolio and performance materials, marketing support, and client meeting preparation.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, and 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, 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
$72,500 and $85,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative