Client-Focused Portfolio Support Associate

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Management Associate in New York to support Financial Advisors and Private Wealth Advisors with asset allocations, client reports, and market research. You will help prepare plans aligned with client goals and assist with meetings and marketing activities while developing deep knowledge of investment products.

Strong communication and Excel skills, plus relevant licenses (Series 7/66 or 63/65) are required; a 4-year degree is preferred.

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.
• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
• Technically proficient and quick learner of new and updated platforms.

Responsibilities

• Entering new or adjusting existing asset allocations as directed by the FA/PWA/team.
• Preparing and reviewing client reports for existing or prospective clients.
• Assisting with research using firm-approved systems.
• Participating in client meetings, representing the service lens.
• Updating clients’ estate, trust, retirement, and insurance objectives as directed.
• Reviewing new client prospects related to the FA/PWA/team’s client service model.
• Supporting marketing strategies (conferences, seminars/webinars, websites, social media, regular emails).
• Providing feedback and upgrades to Portfolio Management tools and resources.

Skills

Client service

MS Excel

Interpersonal skills

Financial reporting

Education

Bachelor’s degree or higher

Professional certification preferred

Active securities licenses required (Series 7/66 or 63/65)

Job description

Morgan Stanley is seeking a Portfolio Management Associate in New York to support Financial Advisors and Private Wealth Advisors with asset allocations, client reports, and market research. You will help prepare plans aligned with client goals and assist with meetings and marketing activities while developing deep knowledge of investment products.

Strong communication and Excel skills, plus relevant licenses (Series 7/66 or 63/65) are required; a 4-year degree is preferred.