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POSITION SUMMARY

Portfolio Associates help shape the future of service by modernizing the client experience through an
elevated standard of care. The Portfolio Associate assists with the development and growth of business
through engaging and utilizing the full capabilities of the firm. Portfolio Associates are those who
continuously exceed expectations; serve as a role model to their peers and who are committed to their
personal development and growth.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

• Cultivate and enhance new and existing client relationships through active communication withclients, processing client requests, resolving inquiries, providing guidance and making sure keyinformation and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan StanleyMobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisor(s)
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

OTHER

• Partner with Financial Advisor(s) in developing a business plan and delivering against a client  service model
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• 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
• Leverage and action training received on strategic thinking, client discovery, deepening relationships, cybersecurity, as well as applicable tools during day-to-day interactions with clients
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
• Serve as a senior role model for other Support Professionals