Morgan Stanley
Registered Client Relationship Analyst
Lancaster, Pennsylvania · On-site · Full-time · Posted Sep 29, 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 clerical and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and meeting coordination.
What you'll do
- Respond to client account and service needs, process money movement and orders, and support account onboarding and maintenance under advisor direction.
- Assist advisors with client relationship management, meeting preparation, business plans, and marketing activities.
- Handle administrative tasks such as calls, calendar coordination, travel, expense reports, and document processing.
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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MS Online, eSign, eAuthorization
Model-written summary · the original posting is authoritative