Portfolio Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Portfolio Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Portfolio Associates are those who continuously exceed expectations; serve as a role model to their peers and who are committed to their personal development and growth.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication withclients, processing client requests, resolving inquiries, providing guidance and making sure keyinformation and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan StanleyMobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisor(s)
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Leverage and action training received on strategic thinking, client discovery, deepening relationships, cybersecurity, as well as applicable tools during day-to-day interactions with clients
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Serve as a senior role model for other Support Professionals
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
High School Diploma/Equivalency
College Degree preferred
5+ years of work experience in a field relevant to the position
Complete the pre-requisite Portfolio Associate Training Curriculum
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Detail oriented with superior organizational skills and ability to prioritize tasks
Exceptional writing, interpersonal and client service skills
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Exceptional organizational and time management skills
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports to:
Business Service Officer
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.
