CareerPlan

Service Associate

Sewickley, Pennsylvania, United States of AmericaFull-time2026-10-22 → 2026-10-24

Core

Operational support and oversight for the Market, handling document maintenance, asset movement, trade support, and special projects.

Role type

Service Associate (Operational Support)

Builds

Operational logs, trade adjustments, and client service solutions within Morgan Stanley Online/Mobile.

Domain

Financial Services / Securities Operations

Required skills

Document management, asset movement, trade processing, audit readiness, process monitoring, mail distribution, special project support, administrative duties, client visit assistance.

Preferred skills

Securities licenses (Series 7, 66, 63, 65), industry experience, proactive independent work, detail orientation, prioritization, collaboration, computer proficiency (Microsoft Office), willingness to travel.