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Added 1 min ago
Senior Finance Analyst, NACF Central Reporting, NACF Central Reporting
Amazon
Nashville, TN
Amazon’s North American Customer Fulfillment (NACF) Finance is looking for a Senior Finance Analyst to be the trusted finance partner supporting finance reporting and analytics. Amazon…
Added 1 min ago
Financial Analyst, Inventory Quality Finance, Defect Cost Controllership (DCC)
Amazon
Nashville, TN
As DCC expands its scope and takes on end-to-end defect reduction workstreams, we need a Senior Financial Analyst to help scale our controllership and cost insights capabilities. The team…
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
Orlando, FL
- $80,000 to $100,000 USD / year
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
Kissimmee, FL
- $80,000 to $100,000 USD / year
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
Alafaya, FL
- $80,000 to $100,000 USD / year
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
DeLand, FL
- $80,000 to $100,000 USD / year
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
Davenport, FL
- $80,000 to $100,000 USD / year
Added 11 mins ago
CB
BCBA - Board Certified Behavior Analyst
Camen Behavioral Services
Poinciana, FL
- $80,000 to $100,000 USD / year
Added 41 mins ago
Inventory/Material Analyst
Bridgewater Interiors L.L.C.
Warren, MI
Partner with the Material Analyst and Material floor team to inventory gain/losses, identify root causes, and implement corrective actions.
Added 1 hour ago
A
Creative Design Summer Analyst – New York – NAELFY27
Accenture
New York City, NY
- $21.39 to $48.13 USD / hour
…including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits…
Added 1 hour ago
A
Video Production Summer Analyst - New York - NAELFY27
Accenture
New York City, NY
- $21.39 to $49.57 USD / hour
…including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits…
Added 1 hour ago
RH
Billing & Compliance Analyst Rochester General Hospital (FullTime, Days)
RochesterRegional Health
ROCHESTER, NY
- Full-time
Description Job Title: Billing & Compliance Analyst Department: Laboratory - Administration Location: Rochester General Hospital | 1425 Portland Ave. Rochester, NY 14621 Hours Per Week: 40…
Added 1 hour ago
Financial Analyst, Inventory Quality Finance, Defect Cost Controllership (DCC)
Amazon
New York, NY
As DCC expands its scope and takes on end-to-end defect reduction workstreams, we need a Senior Financial Analyst to help scale our controllership and cost insights capabilities. The team…
Added 1 hour ago
AI
Analyst I
Apterra Infrastructure Capital LLC
NEW YORK, NY
- $130,000 to $150,000 USD / year
Added 1 hour ago
Investor Services Analyst
Wellington Management
NEW YORK, NY
Added 2 hours ago
Travel Board Certified Behavior Analyst - Napa, CA
Soliant Health
Napa, CA
Board Certified Behavior Analyst (BCBA) certification required
Added 2 hours ago
Travel Board Certified Behavior Analyst in Dumont, NJ
Soliant Health
Dumont, NJ
Added 2 hours ago
Board Certified Behavior Analyst (BCBA) | Dumont, New Jersey
Soliant Health
Dumont, NJ
Take on a rewarding assignment supporting students as a Board Certified Behavior Analyst (BCBA) at a vibrant educational setting near Dumont, NJ. Step in as a key part of a collaborative…
Added 2 hours ago
Board Certified Behavior Analyst in Newark, NJ
Soliant Health
Newark, NJ
Step into a rewarding contract opportunity supporting students as a Board Certified Behavior Analyst (BCBA) in an educational setting near Newark, NJ. This position is ideal for…
Added 2 hours ago
HRIS Analyst, Workday
Braven
Remote, United States
In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring an HRIS Analyst, Workday, who will act as the hands-on owner of Braven's new…
Added 3 hours ago
BS
Senior Advisor, Vaccine & Clinical Case Management
BME Strategies
Remote, United States
- $91,520 to $151,840 USD / year
Added 3 hours ago
W
Senior Analyst, Sourcing (Multiple Categories)
Walmart
BENTONVILLE, AR
- $60,000 to $110,000 USD / year
…wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO…
Added 3 hours ago
BN
Sr Analyst, Supply Chain Planning
Blue Nile
Remote, United States
- $75,000 to $90,000 USD / year
The Analyst, Supply Chain Planning is responsible for providing the analytical foundation on which our demand, supply, and inventory decisions are made, and for driving the improvement…
Added 4 hours ago
UO
Business System Professional
University of Colorado Denver
Boulder, CO
- $65,000 to $70,000 USD / year
Added 4 hours ago
Algorithmic Trading Analyst
BestEx Research
Stamford, CT
Over time, you will have the opportunity to build expertise in one of several different front office roles focused on quant research, product management or client coverage.

Closed listing

Morgan Stanley

Registered Client Relationship Analyst

Oak Brook, IL, United States
Oak Brook, 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.

Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, 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 and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings.

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.

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