Client-Driven Portfolio Support Specialist

PowerToFly; Red Bank (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision insurance

401(k)

Job summary

Morgan Stanley seeks a Portfolio Management Associate to support Financial Advisors and Private Wealth Teams with client service and portfolio activity. You will help develop financial plans and investment strategies aligned with client goals in a fast-paced environment.

Education and licensure expectations include a 4-year degree and Series 7/66 or equivalent licenses; you may participate in firm-approved research, reporting, and marketing activities while advancing client relationships and

Qualifications

• 2+ years of experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Enter or adjust asset allocations at the direction of the FA/PWA/team.
• Prepare and review client reports from firm-approved systems.
• Assist with research using firm-approved systems.
• Attend client meetings representing the service lens.
• Update clients’ estate, trust, retirement, and insurance objectives.
• Review new client prospects from leads and referrals.
• Support digital and in-person marketing efforts (conferences, seminars, webinars, websites, social media).
• Provide feedback to Portfolio Management partners on tools and resources.

Skills

Client service

MS Excel

Time management

Team player

Adaptable

Multi-task

Goal oriented

Knowledge of financial products

Education

Bachelor's degree

Series 7 & 66 licenses

Tools

MS Office

Firm-approved systems

Job description

Morgan Stanley seeks a Portfolio Management Associate to support Financial Advisors and Private Wealth Teams with client service and portfolio activity. You will help develop financial plans and investment strategies aligned with client goals in a fast-paced environment.

Education and licensure expectations include a 4-year degree and Series 7/66 or equivalent licenses; you may participate in firm-approved research, reporting, and marketing activities while advancing client relationships and