Service Associate
Core
Perform operational support and oversight for the Market, handling document maintenance, money movement, trade support, and general management functions.
Role type
Operational Support Associate
Builds
Operational efficiency and compliance for the Market and clients
Domain
Financial Services / Operations
Required skills
Document management, money movement, trade processing, audit monitoring, problem resolution, Microsoft Office proficiency, writing, client service, organization, prioritization
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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 to meet service level expectations; Support audit preparedness through ongoing monitoring of accounts and processes; Remedy and/or escalate service breaks to management.
Seniority
Entry-level to Mid-level