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Portfolio Associate*

Company: Morgan Stanley
Location: Laguna Niguel
Posted on: November 18, 2021

Job Description:

POSITION SUMMARY: The Portfolio Associate provides proactive support to Financial Advisors, while maintaining client relationships and actively participating in marketing initiatives and seminars to further support the Financial Advisor's business growth. The Portfolio Associate is responsible for understanding Firm policies, procedures and digital capabilities that will allow him/her to interact with Financial Advisor teams, as well as new and existing clients. In order to perform daily business activities, the Portfolio Associate is required to have active Series 7, 63 and 65 or Series 7 and 66. DUTIES and RESPONSIBILITIES: * Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date * Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs * Onboard new client accounts, which includes the collection of required documentation and client information * Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars * Prepare financial reports, spreadsheets, and other materials for client meetings * Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors * Input orders at the direction of the Financial Advisor * Participate in and receive cross-training, as well as assist with other operational functions as required * Proactively participate in firm initiatives directed by local management * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Perform 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 maintenance Serve as a senior role model for other support staff Education and/or Experience * Active Series 7, 63 and 65 or Series 7 and 66 * Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position * Complete the pre-requisite Portfolio Associate Training Curriculum Knowledge/Skills * Strong industry, product, and branch procedures knowledge * Detail oriented with superior organizational skills and ability to prioritize tasks * Exceptional writing, interpersonal and client service skills * Strong computer skills and knowledge of Microsoft Office products * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment Reports To: * Complex Business Service Officer or Business Service Manager Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.

Keywords: Morgan Stanley, Laguna Niguel , Portfolio Associate*, Other , Laguna Niguel, California

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