Wealth Management Portfolio Associate — Client Services

711 MS Smith Barney, LLC; Newport Beach (CA); Presencial; USD 68.000 - 120.000; Tempo integral

Resumo da vaga

Morgan Stanley in Newport Beach, CA seeks a Portfolio Management Associate to support Financial Advisors and client service teams with asset allocation, client reporting, and research. A strong client-first mindset and excellent interpersonal skills are essential.

The role requires knowledge of financial products, experience with MS Office, and appropriate securities licenses. Base pay is competitive and growth opportunities exist within a global financial services firm.

Qualificações

• 2+ years of experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Proficient with firm-approved systems and tools.

Responsabilidades

• Entering new or adjusting existing asset allocations.
• Preparing and reviewing client reports from firm-approved systems.
• Assisting with research using firm-approved systems.
• Participating in client meetings with FA/PWA/team.
• Updating clients’ estate, trust, retirement, and insurance objectives as directed.
• Supporting marketing efforts (conferences, seminars, webinars, websites, social media, email).
• Providing feedback on tools and resources to improve the Portfolio Management service.

Conhecimentos

Interpersonal skills

Client service

Time management

Adaptability

Writing skills

Formação

Bachelor’s degree or cert

Ferramentas

MS Office

MS Excel

Internet applications

Descrição da vaga

Morgan Stanley in Newport Beach, CA seeks a Portfolio Management Associate to support Financial Advisors and client service teams with asset allocation, client reporting, and research. A strong client-first mindset and excellent interpersonal skills are essential.

The role requires knowledge of financial products, experience with MS Office, and appropriate securities licenses. Base pay is competitive and growth opportunities exist within a global financial services firm.