Birmingham, Michigan, United States · On-site
POSITION SUMMARY 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…
Skills: Client Relationship Management, Interpersonal Skills, Microsoft Office, Time Management, Organizational Skills
Colorado Springs, Colorado, United States · On-site
$35k–$85k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Organization
Glasgow, Scotland, United Kingdom · Hybrid
FinRiA - SOX Finance Director Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The…
Skills: Internal Controls over Financial Reporting, Project Management, Process Flow Mapping, Design Adequacy Assessment, Operating Effectiveness Assessment
Paris, Ile-de-France, France · Hybrid
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our…
Skills: Financial Modeling, M&A, Corporate Finance, Transaction Structuring, Project Management
Mumbai City, Maharashtra, India · Hybrid
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Object-Oriented Design, Data Structures, Algorithms, Problem-Solving, AI
Vero Beach, Florida, United States · On-site
POSITION SUMMARY: Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growt…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
We’re seeking someone to join our Prime Brokerage Operations team as a Vice President within the HK CSG team. In this role, you will lead the daily management of swap trade allocations, trade breaks, and cash trade match…
Skills: Client Relationships, Operational Management, Trade Lifecycle Management, Process Improvement, Risk Assessment
Bengaluru, Karnataka, India · On-site
We're seeking someone to join our FORT team as a Software Engineer in Finance Technology department. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabl…
Skills: Software Engineering, Finance Technology, Staff Management, Product Communication, Technical Leadership
New York, New York, United States · On-site
$110k–$130k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Risk Management, Data Analysis, Multi-Asset Analysis, ESG Risk Metrics, Financial Modeling
New York, New York, United States · On-site
$110k–$130k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Risk Management, Data Analysis, Multi-Asset Analysis, Alternatives Strategies, ESG Risk Metrics
Mumbai City, Maharashtra, India · On-site
We are seeking someone to join our Finance Shared Services - External Reporting team as an Associate in Finance Division. In the Finance division, we partner with business units around the globe by providing management, …
Skills: Regulatory Reporting, Financial Reporting, Variance Analysis, Risk Management, Communication Skills
Tokyo, Japan · On-site
N/A 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…
Bengaluru, Karnataka, India · On-site
Lead Blockchain Engineer_ Vice President _Software Engineering We're seeking someone to join our Middle Office Platforms Engineering team as Lead BlockChain Engineer in Wealth Management Technology division to lead our b…
Skills: Blockchain Architecture, Consensus Algorithms, Smart Contracts, Cryptographic Primitives, Solidity
Bengaluru, Karnataka, India · On-site
Lead Blockchain Engineer_ Vice President _Software Engineering We're seeking someone to join our Middle Office Platforms Engineering team as Lead BlockChain Engineer in Wealth Management Technology division to lead our b…
Skills: Blockchain Architecture, Consensus Algorithms, Smart Contracts, Cryptographic Primitives, Solidity
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
PB Client Coverage 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 d…
Skills: Client Coverage, Capital Management, Diversity and Inclusion, Collaboration, Creative Thinking
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
IED - PB Sales/Consulting - Associate Morgan Stanley Prime Brokerage Sales & Consulting is an integral part of the industry’s leading Prime Brokerage platform. The team provides hedge fund clients with access to the full…
Skills: Attention To Detail, Organized, Analytical, Communication, Proactive
Bellevue, Washington, United States · On-site
$120k–$165k/yr
The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly…
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
New York, New York, United States · On-site
$110k–$120k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Risk Analysis, Multi-Asset Strategies, Alternatives Risk, Data Analysis, ESG Risk Metrics
Bellevue, Washington, United States · On-site
$120k–$165k/yr
The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly…
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
New York, New York, United States · On-site
$110k–$120k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Risk Analysis, Multi-Asset Strategies, Alternatives Risk Management, Data Analysis, Macroeconomic Stress Testing
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Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movement, managing calendars, and assisting with client account documentation.
Requires a high school diploma or equivalent, with a college degree preferred. Candidates should be willing to obtain Series 7 and Series 66/63/65 licenses and possess advanced Microsoft Office skills.
POSITION SUMMARY
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.
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
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 aa clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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
Supporting the Fas / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist Fas / PWAs/ teams in delivering against their business plan and client service model
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 (e.g., scheduling follow-up calls with Fas/PWAs/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
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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 multi-task
Goal oriented, self-motivated and results driven
Business Service Officer
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.
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
