Service Associate
Core
Provide operational support and oversight for market functions, including document management, mail distribution, money movement, and trade support.
Role type
Operational support associate
Builds
Operational efficiency and compliance for market operations
Domain
Financial services / Operations
Required skills
Document management, mail handling, money movement, trade adjustments, audit support, special projects, administrative duties, stakeholder support, project tracking
Preferred skills
College degree, 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 upon review of delegated reports; Support audit preparedness through ongoing monitoring of accounts and processes; Remedy and/or escalate service breaks to management team; Assist with special projects; Identify Firm services and solutions that support clients' needs; Perform various other administrative duties; Serve as a resource to sales, service, risk and Home Office partners; Organize and track progress against operational remediation projects