Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Associate — Client Services & Growth

$17 - $43.27 per hour

Morgan Stanley

Morgan Stanley is seeking a Portfolio Associate in Purchase, New York. You will provide exceptional client service, support Financial Advisors, and build trusted relationships. Candidates should have a strong background in financial services and excellent interpersonal skills. The role requires a high school diploma, relevant licenses, and 5+ years of experience. Responsibilities include managing client inquiries, executing transactions, and educating clients on digital tools. Base pay ranges from $17 to $43.27 per hour, with potential additional compensation. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Associate — Client Services & Growth in Purchase, NY vacancy
  •  ...Portfolio Associate Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...committed to their personal development and growth, successfully complete the Portfolio... 
    Suggested
    Work experience placement
    Work at office
    Local area

    Morgan Stanley

    Purchase, NY
    4 days ago
  • $68k - $120k

     ...Morgan Stanley Portfolio Management (PM) Associate Job Description Position Summary: Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members... 
    Suggested
    Temporary work

    Morgan Stanley

    Purchase, NY
    4 days ago
  • $17 - $43.27 per hour

     ...POSITION SUMMARY Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...  ...are committed to their personal development and growth, successfully complete the Portfolio Associate... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Morgan Stanley

    Harrison, NY
    1 day ago
  • $93.5k - $156.45k

    A global leader in food and beverage is seeking an Associate Manager for its Away From Home Strategy team in Purchase, New York. This role focuses on developing actionable strategies that drive growth and improve market leadership in a competitive environment. Candidates... 
    Suggested

    PepsiCo

    Purchase, NY
    4 days ago
  •  ...The ideal candidate will excel in negotiation and legal research, possess excellent communication skills, and be capable of maintaining professionalism. Benefits include a competitive salary and bonus package, as well as accelerated career growth. #J-18808-Ljbffr Jobot
    Suggested

    Jobot

    White Plains, NY
    10 hours ago
  • $80k - $90k

     ...Philanthropy Associate, Jane and Daniel Och Family Foundation Willoughby Capital Holdings...  ...Family Foundation to support a dynamic portfolio of philanthropic initiatives and...  ...meaningful exposure, mentorship, and long-term growth within a sophisticated and values-driven... 
    Work at office
    Shift work
    3 days per week

    Sandler Search

    White Plains, NY
    3 days ago
  • $114.4k - $167.3k

     ...years of experience as a Senior Associate - Risk Management or related...  ...Our diverse business portfolio creates opportunities to make...  ...drive what's next, and your growth powers it. Our Benefits...  ...constantly evolving to meet our clients' and employees' needs. Job... 
    Local area

    New York Life Insurance Company

    White Plains, NY
    4 days ago
  • Hair + Co in Rye, NY is seeking a Hair Salon Associate to join our fun and supportive team. This role involves providing customer service, scheduling, and assisting with hair care. The ideal candidate is energetic, creative, and eager to learn, with a passion for the salon... 
    Flexible hours

    Hair + Co

    Rye, NY
    1 day ago
  • $17 per hour

     ...Donor Services Representative This role focuses on providing exceptional customer service to donors with the goal of increasing donor...  ...of our mission to save lives and support our community. Growth Opportunities: Gain valuable experience in the healthcare industry... 
    Local area
    Flexible hours
    Shift work

    New York Blood Center

    Rye, NY
    4 days ago
  • $118.25k

     ...title. Responsibilities Senior Associate to leverage financial...  ...performance. Conduct monthly portfolio cost analysis to set credit rates...  ...drive what’s next, and your growth powers it. Our Benefits We provide...  ...evolving to meet our clients' and employees’ needs. #J-18... 
    Work at office
    Local area

    New York Life Insurance Company

    White Plains, NY
    2 days ago
  •  ...unique set of products and services that help people,...  ...Title and Summary Associate Managing Consultant, Services...  ...with a tailored portfolio of solutions to address...  ...focus areas include; growth of Services with existing...  ...partnerships with clients. • Exceptional ability... 
    Full time
    Part time
    Worldwide
    Flexible hours

    MasterCard

    Purchase, NY
    1 day ago
  •  ...and delivering them Job Title: Analyst / Associate (Credit Deal Team) Location: Westchester...  ...Hybrid (in office 4 days a week) Our client is a specialty finance company that serves...  ...report on the financial evolution of each portfolio company and on the overall lending book... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Atg Partners

    Greenwich, CT
    3 days ago
  • $130k - $165k

     ...veterinary clinic in Greenwich, CT is seeking a passionate Associate Veterinarian committed to patient care and client relationships. You will benefit from a supportive...  ...that encourages collaboration and continuous growth. The clinic offers a competitive salary ranging... 
    Flexible hours

    AmeriVet Partners Management, Inc.

    Greenwich, CT
    1 day ago
  • $58k - $115k

     ...Management Platforms Associate Location: Purchase...  ...& Workflow platform portfolio, create process efficiencies...  ...global financial services firm providing a wide...  ...Firm's employees serve clients worldwide including corporations...  ...experience, unlock growth, and deliver... 
    Temporary work
    Work at office
    Worldwide
    Shift work

    Morgan Stanley

    Purchase, NY
    5 days ago
  • $80k

    Company Description Associate Veterinarian - Valhalla Animal Hospital (Valhalla, NY) Part-...  ...deliver the best care for our patients and clients. Modern medicine meets personal touch:...  ..., family-like atmosphere. Mentorship & growth: Whether you're a recent graduate or an... 
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours

    Valhalla Animal Hospital

    Valhalla, NY
    13 days ago
  • $50k - $70k

    Associate Financial Advisor White Plains, NY | In-Office...  ...is a key part of our client advisory and planning...  ...tolerance * Conduct portfolio reviews, financial analysis...  ...to execute practice growth and client engagement...  ...commitment to client service * High level of integrity... 
    Private practice
    Work at office
    Visa sponsorship

    Ameriprise Financial

    White Plains, NY
    1 day ago
  • $57k - $115k

     ...Morgan Stanley is a leading global financial services firm providing a wide range of...  ...Institutional Solutions, is an integrated client service solution for institutional and family...  ...skills Qualifications: ~3+ years portfolio accounting or investment reporting experience... 
    Temporary work
    Work at office

    Morgan Stanley

    Purchase, NY
    4 days ago
  • $17 per hour

     ...STORY Equinox Group is a high growth collective of the world's...  ...employees to maximize life. Our portfolio of brands is recognized...  ...and enthusiastic Housekeeping Associates to join the Equinox team. This...  ...guests with excellent customer service * Ensure that the sidewalk entrance... 
    Immediate start

    Equinox Holdings, Inc.

    Mamaroneck, NY
    3 days ago
  • $78k - $125k

     ...Associate, Repo Collateral Management Job Level: Associate Job Function: Trade Operations...  ...compensation, SMBC offers a competitive portfolio of benefits to its employees. Role...  ...Experience with collateral management or servicing systems. Support product enhancements and... 
    Full time
    Work at office

    Smbc Global Foundation Inc

    White Plains, NY
    5 days ago
  • $58k - $115k

     ...AI Enablement Associate Wealth Management Platforms Purchase, NY...  ...is a leading global financial services firm providing a wide range of...  .... The Firm's employees serve clients worldwide including...  ...unified digital experience, unlock growth, and deliver efficiencies for... 
    Temporary work
    Work at office
    Worldwide

    Morgan Stanley

    Purchase, NY
    1 day ago
  •  ...Leasing Associate Corcoran New Development is seeking a dynamic and...  ...a passion for vibrant urban growth, we'd love to hear from you....  ...development leasing. Strong customer service approach. Excellent verbal...  ...annually and our portfolio of industry-leading brands turns... 
    Work at office
    Relocation
    Shift work

    Anywhere Real Estate

    New Rochelle, NY
    2 days ago
  •  ...Seasonal Associate If you're looking for that next step in your career, make it famous! To us, famous isn't about standing out in...  ...time Famous Footwear is part of Caleres Inc., a diverse portfolio of 15 global footwear brands including Sam Edelman, Naturalizer... 
    Daily paid
    Minimum wage
    Casual work
    Seasonal work
    Flexible hours
    Night shift

    Famous Footwear

    Port Chester, NY
    2 days ago
  • $105k - $125k

     ...Job Title: Junior Coverage Associate Role: Associate in Insurance Coverage Group Expertise...  ...for its depth and successes, and serves clients in the US, London and elsewhere in...  ...offers true opportunities for professional growth and advancement. This position is... 
    Work at office
    Remote work
    Worldwide

    Kaufman Borgeest & Ryan LLP

    Valhalla, NY
    2 days ago
  •  ...Job Title: Associate Resource Planner Location: White plains, NY, 10601 - Hybrid...  ...for time worked only (37.5) Notes: Client does not provide laptops. Instead, they...  ...work and deliver agreed key enterprise portfolio benefits Data entry & reporting via... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Monday to Friday

    LanceSoft

    White Plains, NY
    2 days ago
  • $18 per hour

     ...Job Description Job Description Customer Service Representative – Luxury Dry Cleaner (Full-Time) Nu Way Cleaners and Taylor’s Inc...  ...located in the heart of White Plains, serving discerning clients who expect the very best. We’re looking for a friendly, detail-... 
    Hourly pay
    Full time
    Weekend work

    Nu-Way Cleaners & Tailors of Westch

    White Plains, NY
    12 days ago
  •  ...enthusiastic individuals for positions such as courtesy clerk, customer service associate, and cashier. This role emphasizes customer service and...  ...a diverse, inclusive environment that prioritizes personal growth. Benefits include competitive wages, flexible schedules, and... 
    Flexible hours

    Randalls

    Riverside, CT
    1 day ago
  • A leading financial services firm is seeking a Senior Associate to enhance financial modeling and risk management practices. The candidate will analyze investment performance, conduct portfolio cost analysis, and automate workflows. A Master's degree in relevant fields... 

    New York Life Insurance Company

    White Plains, NY
    4 days ago
  •  ...Associate Veterinarian (DVM) - Valhalla, NY A veterinary practice is seeking an Associate...  ...building lasting relationships with clients and colleagues. Whether you are an...  ...a supportive environment, professional growth, and a healthy work-life balance. About... 
    Flexible hours

    Desort

    Valhalla, NY
    3 days ago
  •  ...Associate Veterinarian (DVM) - Rye Brook, NY A veterinary hospital is seeking an Associate...  ..., and opportunities for professional growth. This role is ideal for veterinarians who...  ...building lasting relationships with clients and their pets. Responsibilities... 
    Relocation package
    Flexible hours

    Desort

    Port Chester, NY
    5 days ago
  • Go Store It in Mount Vernon, NY is seeking a Part-Time Self-Storage Maintenance Associate to support property maintenance tasks. The role includes daily inspections, repairs, and assisting customers on-site. Ideal candidates will have a high school diploma and a valid driver... 
    Part time

    Go Store It

    Mount Vernon, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Associate — Client Services & Growth. Be the first to apply!