Service Associate

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
If supervisory licenses are held – Possibility of supervisory responsibilities to be delegated

General Management Support Functions and Special Projects

Aid 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, Knowledge, and Skills

• High School Diploma/Equivalency
  College degree preferred
  Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• 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 9 and Series 10 (SU) for delegation of supervisory functions

What You Can Expect From Morgan Stanley

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.

Pay and Benefits

Expected base pay rates for the role will be between $65,000 and $76,000 per [hour/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, and other Morgan Stanley sponsored benefit programs.