Service Associate
Core
Operational support and oversight for the Market, handling daily functions like document maintenance, money movement, trade support, and general management support.
Role type
Service Associate (Operational Support)
Builds
Operational efficiency and compliance for the Market and branch operations
Domain
Financial Services / Banking Operations
Required skills
Document management, money movement, trade support, problem resolution, audit preparedness, special projects support, policy compliance, administrative duties
Preferred skills
College degree, industry experience, Series 7/66/63/65 licenses
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Manage documents including quality reviews, scanning, and electronic filing; Oversee and distribute incoming and outgoing mail; Perform basic money movement functions such as check deposits and issuing checks; Assist with processing trade adjustments and responding to operational alerts; Execute actionable items from delegated reports; Support audit preparedness through monitoring accounts and processes; Remedy and/or escalate service breaks; Assist with special projects like recruit onboarding; Identify firm services supporting clients' needs; Perform various administrative duties like telephone coverage and facilities support; Serve as a resource to sales, service, risk, and Home Office partners.
Seniority
Entry-level to Mid-level, hands-on IC