Morgan Stanley
Registered Client Relationship Analyst
$35K–$90K
Minneapolis, Minnesota · 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 administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and meeting coordination.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding, and digital-tool enrollment under advisor direction.
- Assist advisors with clerical research, client-meeting materials, business-plan execution, and marketing support.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and office support.
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
$35,360 - $90,000 / Yr. (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative