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About the Role

Service Associates perform operational support and oversight, general management support, and special projects. This role is responsible for daily functions including document maintenance, money movement, trade support, and various approvals. The Service Associate must be able to resolve problems using available resources 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 at multiple points throughout the day
• 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 in a timely manner
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
• 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 like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
• Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
• 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
• College degree preferred
• Industry experience is a plus
• 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

Location

• 42 countries

Work Type

• Full-time

Education Level

• High School Diploma/Equivalency
• College degree preferred

Salary/Compensations

• $32,900 - $90,000 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

About the Company

• At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
• We have been in business for 90 years.
• Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
• We have over 80,000 employees in 1,200 offices across 42 countries.
• We offer an environment where employees are supported and empowered.
• Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
• We support our employees and their families at every point along their work-life journey.
• There is ample opportunity to move about the business for those who show passion and grit in their work.
• To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.
• For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.