Client Services Leader, Portfolio Associate
Morgan Stanley
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-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
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