Morgan Stanley
Registered Client Relationship Analyst
Bethesda, Maryland, United States of America
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odds of building a lasting career here
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Green-card follow-through: 84%
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
- 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.
Responsibilities
- 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
- Assisting with general in-office support functions such as copying, filing and scanning documentation
Requirements
- 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
Skills
- 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
- 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
Compensation
- $33,280- $88,000 per year.
Benefits
- 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.
- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Equal opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- https://www.morganstanley.com/people-opportunities/eeo.
Visa & Work Authorization
- riented, self-motivated and results driven Reports to: • Business Service Office To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for
This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.