Posted 9 days ago
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**Service Associate: Operational Support and Client Focus at Morgan Stanley** Act as operational backbone, supporting Complex and Branch functions, and managing special projects. Key responsibilities include document maintenance, money movement, trade support, and approvals. Musttroubleshoot issues, escalate as needed, and maintain compliance with firm policies and regulations. Assist in enhancing client experience by promoting Morgan Stanley's digital services. Basic money movement experience is essential. High school diploma required, college degree preferred. Strong computer skills, exceptional writing, interpersonal, and organizational abilities are crucial. Reports to Service Manager.
- Compensation
- $35,152 – $90,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
OPERATIONAL SUPPORT:
- 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
OTHER:
- 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
Education and/or Experience
- High School Diploma/Equivalency
- College degree preferred
- Industry experience is a plus
Knowledge/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
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports To:
- Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also 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.
Expected base pay rates for the role will be between $35,152.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages.
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
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.
