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BP
Public Utilities Specialist (Revenue)
Bonneville Power Administration
Portland, OR
- $66,505 to $125,378 USD / year
All Customer Support Services employees will comply with the Standards of Conduct independent functioning regulations by engaging only in shared support functions and will be prohibited…
Added 3 mins ago
T
Epic Beaker Analyst
TEKsystems
Houston, TX
- $80 to $90 USD / hour
…Certified (CP or AP)SoftLab experience preferred2. Sr. Application Analyst - Epic Beaker CertifiedStrong experience in CP, Data Innovations, Microbiology, and Point of CareTeam Lead - Epic…
Added 3 mins ago
AN
IT SPECIALIST (CUSTSPT)
Air National Guard Units
Flowood, MS
- $88,120 to $114,563 USD / year
…the major information technology (IT) and/or communications systems/functions managed and maintained by the Unit - network infrastructure, wireless systems, voice systems, and CFP…
Added 5 mins ago
VB
Management Analyst
Veterans Benefits Administration
Louisville, KY
- $74,678 to $97,087 USD / year
The primary purpose of this position is to assist the Veterans Service Center Manager (VSCM) or Benefit Eligibility Support Team (BEST) Division Manager, and staff, advising them on the…
Added 5 mins ago
DL
Lead Supply Systems Analyst
Defense Logistics Agency
Richmond, VA · Whitehall, OH
- $111,065 to $144,540 USD / year
To qualify for a Lead Supply Systems Analyst, your resume and supporting documentation must support:
Added 8 mins ago
DL
Supply Systems Analyst
Defense Logistics Agency
Richmond, VA · Whitehall, OH
- $111,065 to $144,540 USD / year
To qualify for a Supply Systems Analyst, your resume and supporting documentation must support:
Added 8 mins ago
NS
PROGRAM ANALYST
Naval Sea Systems Command
Washington Navy Yard, DC
- $102,415 to $158,323 USD / year
…prepare coordinated reports, presentations and briefings in support of program actions. | You will analyze requirements to develop program reporting including the specifications, data…
Added 10 mins ago
DO
INTELLIGENCE SPECIALIST
Department of the Air Force
Scott AFB, IL
- $128,967 to $167,663 USD / year
The primary purpose of this position is to serve as an expert intelligence analyst and subject matter expert for the Component Major Command (C-MAJCOM). Engage in the technical analysis and…
Added 10 mins ago
TF
Financial Intelligence Analyst
Treasury, Financial Crimes Enforcement Network
Vienna, VA
- $70,623 to $158,322 USD / year
…analysis and network defense, exploitation of cryptocurrency systems, etc.), to provide material for tactical and strategic support to FinCEN and stakeholder initiatives and…
Added 11 mins ago
J
Sr. Analyst, Strategic Finance
Jobgether
Remote, United States
- $97,000 to $143,000 USD / year
We are seeking a highly analytical and entrepreneurial Sr. Analyst, Strategic Finance to help build and shape the company's financial strategy and planning capabilities. As the first…
Added 13 mins ago
VH
Health System Specialist - Health Professions Education Analyst
Veterans Health Administration
Chillicothe, OH
- $77,926 to $121,422 USD / year
The Health System Specialist - Health Professions Education Analyst position is located at the Chillicothe VA Medical Center. This position supports the Designated Education Officer (DEO)…
Added 14 mins ago
E
Finance Systems Analyst
Everbridge
Remote, United States
- $84,400 to $112,500 USD / year
We're currently seeking a Financial Systems Analyst. The Finance Systems Analyst is the team's finance-facing partner for NetSuite and the wider finance systems landscape, including Coupa,…
Added 19 mins ago
OO
Program Analyst
Office of the Secretary of Transportation
Washington, DC
- $169,279 to $197,200 USD / year
Provides long and short team strategic plans for future research investments to support administrative initiatives that improve the efficiency of managerial processes for the Assistant…
Added 19 mins ago
NM
SUPERVISORY MANAGEMENT AND PROGRAM ANALYST
Naval Medical Command
Falls Church, VA
- $169,279 to $220,065 USD / year
You will serve as Supervisory Management and Program Analyst a in the Director, Commander's Action Group (CAG) of BUREAU OF MEDICINE AND SURGERY.
Added 19 mins ago
VH
Program Analyst (Informatics) - Chief of Staff
Veterans Health Administration
Fort Meade, SD · Hot Springs, SD
- $61,722 to $116,362 USD / year
Documents, prioritizes, and recognizes requirements for the improvement of the EHR and other systems in collaboration with the end-user. Business needs are identified, support is provided…
Added 22 mins ago
VH
Budget Technician
Veterans Health Administration
Albuquerque, NM
- $51,007 to $66,311 USD / year
This budget position is in the Financial Management Section and reports to the Supervisory Budget Analyst. The incumbent serves as Budget Technician in the Budget Section, Financial…
Added 24 mins ago
DA
Financial Analyst
Deputy Assistant Secretary for Finance
Austin, TX
- $109,428 to $142,259 USD / year
…advisor and technical expert on payroll processes, financial systems and operations, customer service concepts, and budgeting.This position reports directly to the Director of the Financial…
Added 24 mins ago
OO
Supervisory Budget Analyst
Office of Budget and Program Analysis
Kansas City, MO · Washington, DC
- $126,384 to $164,301 USD / year
…service or equivalent responsibility in the private sector/pay systems that has equipped the candidate with the particular competencies to successfully perform as a Supervisory Budget…
Added 24 mins ago
CA
Management and Program Analyst
Citizenship and Immigration Services
Camp Springs, MD
- $102,415 to $158,322 USD / year
As a Management and Program Analyst, you will gather and review information, make recommendations and administer the full acquisition life cycles.
Added 24 mins ago
AM
BUDGET ANALYST
Air Mobility Command
Dover AFB, DE
- $68,013 to $88,421 USD / year
The primary purpose of this position is to serve as a resource's advisor/budget analyst performing day-to-day control and management involving the formulation, execution, and/or analysis of…
Added 27 mins ago
OA
Management and Program Analyst
Other Agencies and Independent Organizations
Germantown, MD
- $121,785 to $158,322 USD / year
Create and deliver training and provided technical support to headquarters employees on travel policies, systems and administrative processes.
Added 27 mins ago
IR
Customer Service System Analyst
Internal Revenue Service
Chamblee, GA · Philadelphia, PA · Ogden, UT
- $61,722 to $106,982 USD / year
Monitors the Finesse System, Aceyus, and related peripherals to ensure systems are functioning properly and telephone calls are answered by appropriately skilled employees. Monitors and…
Added 27 mins ago
CA
Management and Program Analyst
Customs and Border Protection
Washington, DC
- $70,623 to $111,087 USD / year
Collecting, compiling, verifying, and organizing program information from case files, automated systems, databases, tracking logs, and other records to support administrative or operational…
Added 29 mins ago
ET
Evaluation Data Analyst
Energy Trust of Oregon
Remote, United States
- $74,900 to $93,700 USD / year
The Evaluation Data Analyst manages and analyzes data to support evaluations, market research and savings claims at Energy Trust, including managing the catalog of products used to claim…
Added 30 mins ago
FE
Appeals Analyst
Federal Emergency Management Agency
Chicago, IL
- $118,984 to $154,682 USD / year
In this Appeals Analyst position, you will be ensuring the delivery of clear, accurate, and timely first appeal responses, issued in compliance with all applicable statutory, regulatory and…

Closed listing

Morgan Stanley

Registered Client Relationship Analyst

NY, United States
New York, United States

$35,360 to $90,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $35,360 to $90,000 USD / year
Closing date: May 5, 2027
Posting language: English
Posted: Nov 6, 2026

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Original job description

Archived listing. The details below describe a past opening.

POSITION SUMMARY

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Assists Financial Advisor(s) / team in delivering against their business plan and client service model
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)
Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

To qualify, 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

About employer

More about this job

Skills

Interpersonal skills
Documentation
Research
Reporting
Data entry
Financial planning
Administrative support
Scheduling
Logistics
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability
Multitask

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