Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
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  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
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  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Morgan Stanley Portfolio Associate ** in Chesterfield, Missouri

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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

_Education and/or Experience_

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  • High School Diploma/Equivalency

  • College Degree preferred

  • 5 years of 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

  • Exceptional organizational and time management skills

  • Goal oriented, self-motivated and results driven

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

_Reports to:_

  • Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.

Job: *Wealth Management

Title: Portfolio Associate **

Location: Missouri-Chesterfield

Requisition ID: 3248699

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