Jobs in the United States

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Added 4 mins ago
SO
Risk Management & Compliance Analyst I (2 Vacancies)
State of South Carolina
Columbia, SC
- $53,142 to $56,000 USD / year
Must have basic knowledge of principles, methods, and tools used for evaluating information technology/security and privacy risk · Must have working knowledge of internal and/or external regulatory policies, standards, procedures, and controls (e.g
Added 7 mins ago
Lead Business Analyst - VP
Barclays Services Corpor
NY
Collaboration with customers and business teams to manage and implement customer trails to support the proposal of technically feasible solutions, and effort and timeline expectations.
Added 19 mins ago
Section Lead/CONOPS Analysis Onsite
RTX
United States
Qualifications You Must Have
Added 20 mins ago
UAS Technical Analyst
CACI, INC.-FEDERAL
Shaw AFB, SC
CACI is seeking for an Intel Analyst who will perform technical analysis and assist in the collection and dissemination of information to U.S. and coalition forces, on a need-to-know basis,…
Added 21 mins ago
Lead Salesforce Architect/Developer
Govcio LLC
United States
Bachelor’s degree required with 15 years of experience directly related to Information Systems technology with at least 3 years in a leadership role (mentoring associates, lead analyst,…
Added 23 mins ago
RT
Knowledge Management Requirements Analyst
RBR Technologies
Fort Meade, MD
- $90,000 to $110,000 USD / year
RBR-Technologies is seeking a Knowledge Management Requirements Analyst to support one of our customers in Fort Meade, MD.
Added 33 mins ago
Network Operations Specialist
One Source Communications LLC
Greenville, NC
…NOC's customer is the client IT Admin. Endpoint and end-user support, invoicing, and agreement management are owned by other departments. Certification expectations are time-bound from date…
Added 35 mins ago
Senior Technical Accounting and Controls Analyst
Associated Bank, NA
United States
The Senior Technical Accounting and Controls Analyst supports technical accounting and internal control activities within the Controller Group. This role plays a key part in strengthening…
Added 38 mins ago
CO
HRIS ANALYST
City of Miami Gardens
Miami Gardens, FL
- $48,172.8 to $72,259.2 USD / year
Professional, technical, and analytical work in the administration, maintenance, and support of the City’s Human Resources Information System (HRIS) and related human resources…
Added 41 mins ago
Special Housing & Program Services Support, Executive Support Specialist 1 (Wilsonville)
Department of Corrections
United States
Join the Oregon Department of Corrections as an Executive Support Specialist 1 in Specialized Housing and Program Services at Coffee Creek Correctional Facility (CCCF), where you'll be a…
Added 41 mins ago
Executive Specialist 1, Security Support (Wilsonville)
Department of Corrections
United States
Join the Oregon Department of Corrections as an Executive Support Specialist 1 at Coffee Creek Correctional Facility (CCCF), where your organizational expertise, attention to detail, and…
Added 41 mins ago
Department of Corrections Inspector 3 (Westside/Eastside) Multiple Positions
Department of Corrections
United States
The OIG includes several key units that support ODOC’s mission through collaboration and oversight:
Added 46 mins ago
RH
Payroll Analyst
Robert Half
San Francisco, CA
- $57 to $66 USD / hour
We are looking for a detail-oriented Payroll Analyst to join our team on a contract basis. This role is ideal for a payroll specialist who can manage complex domestic and international…
Added 51 mins ago
Analyst, Operational Performance
US AMR-Jones Lang LaSalle Americas, Inc.
Remote, United States
The Analyst, Operational Performance is a data steward for commercial real estate. You will manage, analyze and report on key operational metrics across the portfolio, working closely with…
Added 53 mins ago
SL
Business Analyst - McLean, VA; Must have an active TS/SCI with Polygraph
Synertex LLC
McLean, VA
- $140,000 to $180,000 USD / year
Business Analyst - McLean, VA; Must have an active TS/SCI with Polygraph
Added 57 mins ago
CO
Administrative Intern - Fire Technology
City of Ontario
Ontario, CA
- $21.18 to $26.45 USD / hour
The Administrative Intern (Business Analyst Intern) in the Fire Technology Division will support the Ontario Fire Department with technological assessments, data analysis, research and…
Added 1 hour ago
Advanced Transportation Analyst - NAM Inbound and Importation
INNIO
Waukesha, WI
…INNIO designs, manufactures and services high‑performance power systems under its Jenbacher and Waukesha brands. The company delivers power for applications including data centers,…
Added 1 hour ago
DO
Fund Monitor
Department of Transportation
CA
- $6,031 to $7,775 USD / month
Under the direction of the Chief of the Office of Multimodal System Planning, a Supervising Transportation Planner, the Analyst II performs administrative assistant work for three offices:…
Added 1 hour ago
Tax Senior Analyst
Public Storage
Burbank, CA
Prepare and support state apportionment calculations and assist with state filing requirements using systems such as OneSource.
Added 1 hour ago
Product Analyst
Acts Retirement-Life Communities
Fort Washington, PA
…and more, we’re proud to offer meaningful opportunities that support every step of your…
Added 1 hour ago
CC
IT Business Analyst/Project Manager
Carver County
Chaska, MN
- $78,000 to $116,979.2 USD / year
Under the direction of the IT Manager - Project Management Office (PMO) the Business Analyst actively participates in the delivery of IT-related projects and enhancements supporting the…
Added 1 hour ago
DSP-RBT - Back-up Lead - CA
Young Adult Institute, Inc.
United States
Provides support in a variety of settings and in accordance with each person’s individualized service and behavior support plans, utilizing support skills for people with moderate to…
Added 1 hour ago
YA
Direct Support Professional - Registered Behavior Technician (DSP-RBT)
Young Adult Institute, Inc.
United States
- $20.5 USD / hour
Provides support in a variety of settings and in accordance with each person’s individualized service and behavior support plans, utilizing support skills for people with moderate to…
Added 1 hour ago
IT Service Center, Global Systems Analyst Intern- Summer 2027
Encore Global
Schiller Park, IL
Encore’s Global Service Center is seeking a motivated intern to support the Global Systems Analyst team in advancing automation and orchestration across IT operational processes. This…
Added 1 hour ago
Senior Staff Analyst
City of Houston
Houston, TX
The Finance Director’s Office Senior Staff Analyst will play an intricate role completing special projects, and develop reports for the director, coordinating with City Departments for…

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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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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Jobs in the United States