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About the Role

Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals. This role is responsible for daily functions and requires the ability to resolve problems and escalate matters as needed.

Responsibilities

• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing.
• Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail.
• Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals.
• Assist with processing of trade adjustments and responding to operational alerts.
• Execute actionable items upon review of delegated reports and requests to meet service level expectations.
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes.
• Remedy and/or escalate service breaks to management team.
• Assist with special projects (e.g., recruit onboarding support).
• Identify Firm services and solutions that support clients’ needs including secure, digital offerings.
• Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls.
• Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support).
• Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers.
• Organize and track progress against operational remediation projects.

Requirements

• High School Diploma/Equivalency.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Skills

• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills and ability to prioritize tasks.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.

Education Level

• College degree preferred.
• Industry experience is a plus.

Salary/Compensations

• $35,152.00 - $90,000.00 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry.
• Ample opportunity to move about the business for those who show passion and grit in their work.

About the Company

• At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
• We advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.
• Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.
• In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

Equal Opportunity

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
• Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
• Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.