Portfolio Management Associate
2 days ago
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OnsiteFull-timeMid
Summary
Morgan Stanley is seeking a Portfolio Management Associate to join their team in West Palm Beach, FL. The role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors.
About the Role
As a Portfolio Management Associate, you will be responsible for building trusted relationships with clients, assisting with their everyday needs, and supporting the service team in various administrative and client support tasks. Your duties will include executing transactions, answering client inquiries, onboarding clients, and maintaining account information. You will also participate in firm initiatives and serve as a mentor to other support professionals.
About You
Required:
- High School Diploma/Equivalency.
- Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
- 5+ years of work experience in a relevant field.
- Successful completion of the Portfolio Associate Training Curriculum.
Preferred:
- College degree.
- Knowledge of financial services products including equities, bonds, and mutual funds.
- Advanced Microsoft Office skills.
- Exceptional writing and interpersonal skills.
Benefits
- Comprehensive employee benefits and perks.
- Opportunities for personal development and growth.
- Supportive work environment with a focus on diversity and inclusion.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
West Palm Beach, FL