Service Associate
Core
Operational support and oversight for market functions, including document management, mail distribution, money movement, and trade support.
Role type
Service Associate (Operational Support)
Builds
Operational processes and client service solutions
Domain
Financial Services / Operations
Required skills
Document management, Money movement, Trade support, Audit compliance, Microsoft Office, Writing, Interpersonal skills, Organization, Prioritization, Collaboration
Preferred skills
College degree, Industry experience, Series 7/66/63/65 licenses
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Responsibilities
Manage documents and perform quality reviews, Oversee mail distribution, Perform check deposits and cash transaction approvals, Process trade adjustments, Support audit preparedness, Assist with special projects like recruit onboarding, Serve as a resource to sales and risk partners
Seniority
Entry-level to Mid-level, hands-on IC