More jobs:
Client Services Leader, Portfolio Associate
Job in
Purchase, Westchester County, New York, 10577, USA
Listed on 2026-07-15
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Portfolio Associate to support Financial Advisor teams and clients, handling routine client inquiries, transfers, and account updates. The role emphasizes accuracy, client service, and adherence to regulatory requirements within a fast-paced wealth-management environment.
Candidates should have a college degree, appropriate securities licenses (Series 7/66 or 63/65), and 5+ years of related experience, with completion of the Portfolio Associate Training Curriculum and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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