Morgan Stanley is seeking a Portfolio Associate to provide client support and administrative assistance for a FA/PWA/team. The role covers client relationship cultivation, money movements, account inquiries, onboarding, and education on digital tools, while aligning with firm policies and daily operations.
You will manage calendars, travel, expense reporting, and in-office support tasks, working closely with the Business Service Officer to execute the team’s business plan and service model.
#J-18808-LjbffrClient Services & Portfolio Support Specialist in town/village of harrison at Unknown Company
This position is listed as full time and onsite.