Registered Client Relationship Analyst

Morgan Stanley • Paramus, NJ

5d

About The Position

Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs, using a client-first approach and strong interpersonal skills.

The role provides client and administrative support, including account servicing, transaction and documentation assistance, onboarding and maintenance, digital-tool education, meeting preparation, and office coordination. Analysts also help advisor teams carry out their business plans, client service models, and marketing strategies while staying current on policies, procedures, and platforms.

Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future. The annual salary range is $33,113 to $90,000. The successful candidate may be eligible for discretionary incentive compensation and participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.

Requirements

• High school diploma or equivalent.
• 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.
• Strong organizational skills, attention to detail, and ability to prioritize.
• Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
• Exceptional writing, interpersonal, and client service skills.
• Strong time-management skills.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• College degree preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, and teams in cultivating and enhancing client relationships.
• Execute money movement transactions at the request of clients or the advisor team.
• Answer general non-investment account questions, including relaying stock positions and account balances such as funds due and margin debit.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients or the advisor team.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of clients or the advisor team.
• Provide existing clients with details about their account information, including investment objectives and risk tolerance.
• Accept or enter unsolicited orders and enter solicited orders in a clerical capacity at the direction of the advisor team.
• Assist Financial Advisors and teams in delivering their business plans and client service models.
• Support advisor and team marketing strategies, such as website maintenance.
• Assist with clerical research relating to investment portfolio holdings and performance reporting, and prepare client meeting materials using firm-approved systems.
• Assist with data entry for client needs such as new account opening and financial planning at the direction of advisors and teams.
• Remain current on policies, procedures, and new platforms.
• Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management.
• Answer inbound calls and make outbound calls, including scheduling follow-up calls with advisors and teams as needed.
• Manage calendars and coordinate meetings or events, including preparing materials, maintaining agendas, and sending calendar invitations with Zoom credentials.
• Maintain travel itineraries, prepare expense reports, and manage reimbursement processes.
• Assist with general in-office support functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the Financial Advisor.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Special employee perks
• Potential annual discretionary incentive compensation award
• Potential participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED