Client Relationship Analyst: Wealth Services & Onboarding

Morgan Stanley; Lancaster (Lancaster County); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client teams with day-to-day service in the United States. The role emphasizes building trusted client relationships, accurate documentation, and proactive account support.

Key duties include facilitating money movements, addressing non-investment questions, onboarding clients, teaching digital tools, and assisting with research and client meetings.

Qualifications

• High School diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) is required.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions at client request.
• Answer general non-investment questions about accounts.
• Enter profile information and pre-fill account docs clerically.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Provide account details to clients (objectives, risk tolerance).
• Assist with research for investment portfolio materials for meetings.
• Support marketing efforts and website upkeep for the team.
• Assist with data entry for new accounts and planning.

Skills

Customer service

Interpersonal skills

Organization

Time management

Team player

Adaptability

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

MS Online

Excel

PowerPoint

eSign

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client teams with day-to-day service in the United States. The role emphasizes building trusted client relationships, accurate documentation, and proactive account support.

Key duties include facilitating money movements, addressing non-investment questions, onboarding clients, teaching digital tools, and assisting with research and client meetings.