PWM Associate Service Manager
Core
Partner with the Service Manager to provide operational support, oversight, and general management functions for a financial services branch, focusing on money movement, trade support, and audit preparation.
Role type
Associate Service Manager (Branch Operations)
Builds
Secure digital offerings (Morgan Stanley Online, Digital Vault, Mobile) and branch operational processes
Domain
Financial Services / Wealth Management / Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Supervisory situational decision-making, trade error supervision, money movement oversight, document handling, audit readiness management, process improvement, conflict resolution, talent development, strategic thinking, organizational time management
Preferred skills
Leadership and talent development capabilities, ability to think strategically, strong performance track record
Technologies
Morgan Stanley Online, Digital Vault, Morgan Stanley Mobile, remote deposit capture systems
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 drive efficiencies; Assist with processing 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 supervisory duties
