PWM Service Associate
Core
Front desk and operational support role handling document maintenance, money movement, trade support, and general management support functions for the firm.
Role type
Service Associate (Operational Support)
Builds
Operational processes, client service solutions, and audit-ready compliance frameworks
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Document management, money movement, trade adjustments, audit monitoring, regulatory compliance, special projects support, administrative duties, stakeholder communication
Preferred skills
Series 7, 9, 10, 66, 63, 65 licenses, Microsoft Office proficiency, writing skills, organizational skills, prioritization, collaboration, adaptability
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Greet and welcome guests, manage and file documents, oversee mail distribution, perform check deposits and cash transactions, process trade adjustments, support audit preparedness, execute delegated reports, assist with special projects, track operational remediation projects
Seniority
Individual Contributor, 5+ years experience