Portfolio Associate

Morgan Stanley

Purchase, NY, United States
Base: $17 - $43.27 ph; bonus/equity: not specified...
Strong interpersonal skills
Detail oriented
Advanced microsoft office skills
Portfolio Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Portfolio Associates provide exceptional service to clients and support Financial Advisors.
  • They build trusted relationships through regular client interactions.
  • Morgan Stanley offers a supportive environment with opportunities for personal development.

Matching Summary

Portfolio Associates provide exceptional service to clients and support Financial Advisors.

Salary

Base: $17 - $43.27 per hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Detail oriented
  • Advanced Microsoft Office skills

Nice-to-have

  • Team player
  • Adaptable and able to multitask
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • 5+ years of relevant work experience

Work Rights

Not specified

Tailored Resume

Cover Letter