Morgan Stanley
Registered Client Relationship Analyst
Pepper Pike, Ohio · On-site · Full-time · Posted Sep 30, 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 day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing and client relationship support.
What you'll do
- Support client relationships by handling account inquiries, money movement, account onboarding, and digital tool enrollment.
- Assist advisors with clerical account tasks, client meeting materials, research, and business-plan activities.
- Provide administrative support, including calls, calendar coordination, travel and expense processing, and document handling.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- 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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MS Online, eSign, eAuthorization
Model-written summary · the original posting is authoritative