Registered Service Associate
Core
Perform operational support and oversight for market functions, including document maintenance, money movement, trade support, and general management support.
Role type
operational support associate (financial services)
Builds
operational processes and client service solutions
Domain
financial services / investment banking
Required skills
document management, money movement, trade processing, regulatory compliance, problem resolution, escalation management, special project support, administrative duties
Preferred skills
supervisory license (Series 9/10), onboarding support, policy evolution tracking, resource management
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile, remote deposit capture
Responsibilities
manage and review documents for accuracy, oversee mail distribution, execute check deposits and cash transactions, process trade adjustments, support audit preparedness, escalate service breaks, assist with special projects, serve as a resource to partners
Seniority
entry-level to mid-level IC