Associate Service Manager
Core
Partner with the Service Manager to provide operational support, oversight, and general management functions for branch operations and client services.
Role type
Associate Service Manager (Branch Operations)
Builds
Branch operational processes, client service solutions, and team training programs
Domain
Financial Services / Wealth Management / Operations
Required skills
Supervisory decision-making, conflict resolution, strategic thinking, process improvement, compliance oversight, team coaching, audit readiness, trade error supervision, money movement oversight, document handling QA
Preferred skills
College degree, 5 years industry experience, Series 7/9/10/66/63/65 licenses
Technologies
Morgan Stanley Online, Digital Vault, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Lead the branch in executing strategic priorities; Facilitate training for new hire Service Associates; Oversee service transaction approvals and processes; Conduct quality assurance reviews on document handling; Identify and implement process improvements; Assist with special projects and recruit onboarding support.
Seniority
Mid-level, hands-on IC with leadership responsibilities