Service Associate - Part-Time

About the role

Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support, and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary.

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 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 the 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, such as 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 or equivalent; 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 the 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).
• Willing to work 20-30 hours per week.

Benefits

• Medical, Prescription Drug, Dental, and Vision coverage.
• Health Savings Account and Dependent Day Care Savings Account.
• Life Insurance, Disability, and Other Insurance Plans.
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave, and 10 Vacation Days annually).
• 10 Paid Holidays.
• 401(k) plan.
• Short/Long Term Disability coverage.
• Additional special perks reserved for employees.

Pay

Salary range for the position: $35,000.00 - $75,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.