Morgan Stanley
Registered Client Relationship Analyst
Pittsburgh, Pennsylvania · On-site · Full-time · Posted Oct 5, 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 support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, client communications, and administrative tasks.
What you'll do
- Support client relationships by handling account questions, money movement, onboarding, documentation, and digital tool enrollment.
- Assist advisors with client meeting materials, business plans, marketing, and service requests.
- Provide administrative support, including calls, calendar coordination, travel arrangements, and expense reports.
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
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