Base: $17 - $43.27 ph; bonus/equity: not specified...
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Client relationship enhancement
Money movement transactions
Digital tool enrollment
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Morgan Stanley is seeking a Portfolio Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and relevant financial services experience, particularly in client management and administrative support.
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Job Summary
Portfolio Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Key responsibilities include executing money movement transactions, onboarding client accounts, and supporting marketing strategies.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth.
Matching Summary
Match Score: 75
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Morgan Stanley is seeking a Portfolio Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and relevant financial services experience, particularly in client management and administrative support.
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Salary
Base: $17 - $43.27 per hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship enhancement
Money movement transactions
Digital tool enrollment
Account onboarding and maintenance
Inbound/outbound call handling
Calendar management
Travel itinerary management
Nice-to-have
Client-first mindset
Peer mentorship
Adaptable and multitasking
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
5+ years of relevant work experience
Successful completion of Portfolio Associate Training Curriculum