Service Associate
Core
Operational support and oversight for market functions including document management, money movement, trade support, and general management assistance.
Role type
Service Associate (Operational Support)
Builds
Operational efficiency and compliance for client-facing services
Domain
Financial Services / Investment Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Document management, money movement, trade adjustments, audit preparedness, regulatory compliance, special project support, administrative duties
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, Microsoft Office proficiency, writing skills, client service skills, organizational skills, prioritization
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Manage documents and perform quality reviews, oversee mail distribution, execute money movement functions, process trade adjustments, support audit preparedness, assist with special projects, perform administrative duties
Seniority
Entry-level, operational support