Morgan Stanley · 2 weeks ago
Registered Client Relationship Analyst
Pittsburgh, PA
Full-time
Onsite
New Grad, Entry LevelMorgan Stanley is a global financial services firm committed to maintaining high standards of excellence. The Registered Client Relationship Analyst role focuses on providing exceptional service to clients and supporting Financial Advisors in building and enhancing client relationships.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
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
Qualification
Required
Strong interpersonal skills
Ability to assist clients with their everyday needs
Experience in providing service coverage for Financial Advisors/Private Wealth Advisors/teams
Ability to execute money movement transactions at the request of the client and/or FA/PWA/team
Ability to answer general non-investment related questions concerning client accounts
Experience in entering profile information or pre-filling account documentation
Ability to educate or enroll clients in digital tools
Experience in onboarding and maintaining client accounts
Ability to provide existing clients with details around their account information
Experience in accepting or entering unsolicited orders and/or entering solicited orders
Ability to assist Financial Advisor(s)/team in delivering against their business plan and client service model
Experience in supporting the Financial Advisor/team marketing strategy
Ability to assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings
Experience in preparing materials for client meetings using firm approved systems
Ability to assist with data entry for key client needs
Willingness to remain current on all policies, procedures and new platforms
Participation in firm initiatives, special projects and/or other duties directed by local management
Experience in answering inbound phone calls or making outbound calls
Ability to manage the calendar including coordinating meetings or events
Experience in maintaining travel itineraries and preparing expense reports
Ability to assist with general in-office support functions such as copying, filing and scanning documentation
Experience in preparing and submitting expense reports for processing
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
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2026-01-11
2026-01-11
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