Portfolio Client Services Specialist

Morgan Stanley; Purchase (NY); On-site; USD 23,000 - 59,000; Full time

Job summary

Morgan Stanley in Purchase, NY is seeking a Portfolio Associate to support Financial Advisors and Private Wealth Advisors on a daily basis, delivering excellent client service and maintaining trusted relationships.

The role emphasizes clerical duties, calendar management, travel itineraries, expense reports, and training in the Portfolio Associate curriculum, with opportunities for growth and leadership nomination within the team.

Qualifications

• College degree preferred.
• Active securities licenses: Series 7, 66/63/65 as applicable.
• 5+ years of relevant work experience.
• Completion of Portfolio Associate Training Curriculum with leadership nomination.

Responsibilities

• Support client relationships and assist with money movements.
• Answer non-investment questions and provide account balances.
• Onboard and maintain client accounts, collect documentation.
• Educate clients on digital tools and platforms.
• Support marketing and team initiatives.

Skills

Financial products knowledge

Detail oriented

MS Office proficiency

Client service skills

Interpersonal skills

Multitasking

Organizational skills

Results driven

Education

College degree

Active Series 7 / 66 / 63 / 65 licenses

5+ years relevant experience

Portfolio Associate Training completion

Tools

MS Office Suite

Job description

Morgan Stanley in Purchase, NY is seeking a Portfolio Associate to support Financial Advisors and Private Wealth Advisors on a daily basis, delivering excellent client service and maintaining trusted relationships.

The role emphasizes clerical duties, calendar management, travel itineraries, expense reports, and training in the Portfolio Associate curriculum, with opportunities for growth and leadership nomination within the team.