Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals
Job Summary
Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals.
The role involves assisting with special projects, identifying firm services for clients, and maintaining focus on evolving policy and platform changes.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive employee benefits, and a commitment to diversity and inclusion.
Matching Summary
Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals.
Skills & Requirements
Must-have
document management and quality review
mail processing and distribution
money movement functions
trade adjustments and operational alerts
compliance with firm policies
client service and support
Nice-to-have
ability to collaborate with others
focus on evolving policy changes
support for sales and risk partners
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Strong computer skills and Microsoft Office
Exceptional writing and interpersonal skills
Detail oriented with superior organizational skills
Ability to work in a fast-paced environment
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65