Service Associate - Part-Time
Core
Provide operational support and oversight for a financial services complex, handling document management, mail distribution, money movement, and trade support.
Role type
Part-time operational support associate
Builds
Internal operational processes and client-facing service solutions
Domain
Financial Services / Operations
Required skills
Document management, money movement, trade adjustments, audit compliance, Microsoft Office, writing, client service, task prioritization
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 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; Assist with special projects and recruit onboarding support.
Seniority
Entry-level, part-time