Client Relationship Analyst: Wealth Advisory Support

Morgan Stanley

Shrewsbury (NJ)

On-site

USD 33,000 - 90,000

Full time

7 days ago

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Job summary

Morgan Stanley is hiring for Registered Client Relationship Analysts to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, onboarding, and digital-tool enrollment, while maintaining client relationships and data accuracy.

Requirements include a high school diploma or higher, with a college degree preferred, and relevant Series licenses.

Qualifications

High school diploma or equivalent required; college degree preferred.
Series 7 and Series 66 or 63 and 65 required/preferred depending on role.
Two+ years of industry experience preferred. Knowledge of financial services products.

Responsibilities

Provide service coverage for a FA/PWA/team, supporting client relationships and account needs.
Execute money movement transactions as requested by clients or advisors.
Answer general non-investment questions about client accounts, including balances and positions.
Assist with onboarding and maintenance of client accounts and documentation.
Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
Support research for investment portfolios and prepare materials for client meetings.
Enter new account information and other client data in clerical capacity.
Maintain compliance with policies and participate in training programs.