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About the Role
Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals. The role requires problem-solving abilities and escalation of 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, such as 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.
- Serve as a resource to sales, service, risk and Home Office partners.
- Organize and track progress against operational remediation projects.
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Industry experience is a plus
- 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
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Must be legally authorized to work in the United States
- Must not require, now or in the future, sponsorship for employment visa status
Skills
- Microsoft Office products
- Writing
- Interpersonal
- Client service
- Organizational skills
- Collaboration
Location
- 42 countries
Work Type
- Full-time
Education Level
- High School Diploma/Equivalency
- College degree preferred
Salary/Compensations
- $35,152.00 - $90,000.00
Benefits
- Attractive and comprehensive employee benefits and perks
About the Company
- Morgan Stanley raises, manages and allocates capital for clients, helping them reach their goals.
- The company has a 90-year history.
- Values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- The company has over 80,000 employees in 1,200 offices across 42 countries.
- Morgan Stanley provides an environment where employees are supported and empowered.
- Teams are described as relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences.
- The company supports employees and their families throughout their work-life journey.
- There is ample opportunity to move about the business for those who show passion and grit.
Equal Opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- The workforce reflects a broad cross-section of the global communities in which the company operates, bringing a variety of backgrounds, talents, perspectives, and experiences.