Client Services & Portfolio Support Specialist

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 48,712,000 - 123,985,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Associate to provide client support and administrative assistance for a FA/PWA/team. The role covers client relationship cultivation, money movements, account inquiries, onboarding, and education on digital tools, while aligning with firm policies and daily operations.

You will manage calendars, travel, expense reporting, and in-office support tasks, working closely with the Business Service Officer to execute the team’s business plan and service model.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7, and Series 66 or Series 63 and Series 65.
• 5+ years of work experience in a field relevant to the position.
• Successful completion of the Portfolio Associate Training Curriculum, with leadership nomination.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA/team.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance).
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model.
• Remaining current on all policies, procedures, and new platforms.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
• Serve as a peer / mentor to other Support Professionals in the market.

Skills

Financial products knowledge

Attention to detail

MS Office skills

Strong communication

Time management

Education

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

Portfolio Associate Training Curriculum

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Portfolio Associate to provide client support and administrative assistance for a FA/PWA/team. The role covers client relationship cultivation, money movements, account inquiries, onboarding, and education on digital tools, while aligning with firm policies and daily operations.

You will manage calendars, travel, expense reporting, and in-office support tasks, working closely with the Business Service Officer to execute the team’s business plan and service model.