Portfolio Associate

Morstan

Base: $17 to $43.27 ph; bonus/equity: possible com...
Client service and support
Financial transaction execution
Account onboarding and maintenance
Portfolio Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily while building trusted relationships

Job Summary

  • Portfolio Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily while building trusted relationships.
  • The role involves client support, administrative duties, participation in firm initiatives, and serving as a mentor to peers.
  • Morgan Stanley offers a supportive and empowering work environment with comprehensive benefits and opportunities for career growth.

Matching Summary

Portfolio Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily while building trusted relationships.

Salary

Base: $17 to $43.27 per hour; Bonus/Equity: Possible commission, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Client service and support
  • Financial transaction execution
  • Account onboarding and maintenance
  • Advanced Microsoft Office skills
  • Calendar and travel management
  • Team collaboration and mentoring

Nice-to-have

  • Strong interpersonal skills
  • Goal oriented and self-motivated
  • Adaptable and multitasking ability
  • Detail oriented with organizational skills
  • Experience in fast-paced environment

Key Requirements

  • High School Diploma or equivalency
  • College degree preferred
  • Active Series 7 and Series 66 or Series 63 and Series 65 licenses
  • 5+ years relevant work experience
  • Completion of Portfolio Associate Training Curriculum
  • Leadership nomination

Work Rights

Not specified

Tailored Resume

Cover Letter