Associate Service Manager
Core
Partner with the Service Manager to provide operational support, oversight, and general management support for branch operations, including money movement, trade support, and audit preparation.
Role type
Associate Service Manager (Branch Operations)
Builds
Branch operational efficiency, client service delivery, and compliance adherence
Domain
Financial Services / Banking Operations
Required skills
Supervisory situational decision making, trade support, money movement, audit preparation, process improvement, conflict resolution, leadership and talent development, strategic thinking, organizational and time management
Preferred skills
College degree, 5 years industry experience, knowledge of Risk & Compliance policies
Technologies
Morgan Stanley Online, Digital Vault, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Lead the Branch in executing strategic priorities by influencing behavioral change; Facilitate training for new hire Service Associates; Oversee service transaction approvals and processes including trade error supervision and document handling; Conduct quality assurance reviews on execution within operations; Lead operational remediation and ensure corrective action is taken; Identify and implement process improvements to maximize productivity; Assist with processing of trade adjustments and responding to operational alerts; Serve as a resource to Sales, Service, Risk and Home Office partners.
Seniority
Mid-level, hands-on IC with leadership responsibilities