SRU Accounts Team Specialist
Morgan Stanley · South Jordan, UT · 2 wk ago
Human ResourcesFull-time
Key Responsibilities
- Review and approve New Accounts and Account Modification requests.
- Provide exceptional customer service to internal partners.
- Research and resolve issues and deficiencies efficiently.
- Ensure timely follow-up and resolution of inquiries.
- Manage a high volume of requests in a fast-paced environment.
- Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards.
- Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation.
- Participate in projects and remediation efforts as needed.
Qualifications
- FINRA Series 9/10 or Series 4 and 24 required.
- Excellent interpersonal and client service skills.
- Strong written and verbal communication skills.
- Ability to thrive in a dynamic and fast-paced environment.
Why Join Us?
- Opportunity to work with a leading firm.
- Supportive and inclusive work culture.
- Opportunities for professional development and growth.
- Competitive salary and benefits package.
What You Can Expect From Morgan Stanley
- Opportunity to work alongside the best and the brightest.
- A supportive and inclusive work culture.
- Professional development and growth opportunities.
- A competitive salary and benefits package.
- Earned recognition for excellence and innovation.
- Opportunities for career advancement within the firm.
- Supportive and inclusive work culture.
- Professional development and growth opportunities.
- A competitive salary and benefits package.
- Earned recognition for excellence and innovation.
- Opportunities for career advancement within the firm.