Morgan Stanley
Registered Client Relationship Analyst
Cincinnati, Ohio · On-site · Full-time · Posted Oct 20, 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 documentation, and digital tools.
- Assist advisors with account onboarding, clerical order entry, client meeting materials, and business-plan activities.
- Provide administrative support, including calls, calendar coordination, travel and expense tasks, and office functions.
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.
- 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