Morgan Stanley
Registered Client Relationship Analyst
Omaha, Nebraska · On-site · Full-time · Posted Oct 23, 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 account questions, money movement, account onboarding, and digital-tool enrollment.
- Assist advisors with clerical research, client meeting materials, data entry, marketing support, and business-plan activities.
- Manage administrative tasks such as calls, calendars, travel itineraries, expense reports, and document handling.
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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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