POSITION SUMMARYPortfolio Associates help shape the future of service by modernizing the client experience through anelevated standard of care. The Portfolio Associate assists with the development and growth of businessthrough engaging and utilizing the full capabilities of the firm. Portfolio Associates are those whocontinuously exceed expectations; serve as a role model to their peers and who are committed to theirpersonal development and growth.DUTIES and RESPONSIBILITIES:CLIENT SUPPORTCultivate and enhance new and existing client relationships through active communication withclients, processing client requests, resolving inquiries, providing guidance and making sure keyinformation and documentation remains currentIdentify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan StanleyMobileConfirm authorization and authenticate client when processing requestsOnboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examplesInput orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisor(s)Prepare financial plans, client reports, and other materials for client meetingsReview and take appropriate action on client account alertsOTHERPartner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training callsPerform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenanceLeverage and action training received on strategic thinking, client discovery, deepening relationships, cybersecurity, as well as applicable tools during day-to-day interactions with clientsProactively participate in firm initiatives directed by local managementRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsServe as a senior role model for other Support ProfessionalsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)High School Diploma/EquivalencyCollege Degree preferred5+ years of work experience in a field relevant to the positionComplete the pre-requisite Portfolio Associate Training CurriculumKnowledge/SkillsStrong industry, product, and branch procedures knowledgeDetail oriented with superior organizational skills and ability to prioritize tasksExceptional writing, interpersonal and client service skillsStrong computer skills and knowledge of Microsoft Office productsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentExceptional organizational and time management skillsGoal oriented, self-motivated and results drivenKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsReports to:Business Service OfficerMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V.
