Service Associate
Core
Operational support and oversight for a financial services complex, handling document management, mail distribution, money movement, and trade support.
Role type
Service Associate (Financial Operations)
Builds
Operational efficiency and compliance for a financial services branch
Domain
Financial Services / Banking
Required skills
Document management, mail distribution, money movement, trade adjustments, audit support, regulatory compliance, Microsoft Office, writing, client service, prioritization, collaboration
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 of trade adjustments and responding to operational alerts; Support audit preparedness through ongoing monitoring of accounts and processes; Remedy and/or escalate service breaks to management team.
Seniority
Entry-level to Mid-level