Service Associate

Morgan Stanley

Seattle, United States
Base: $55,000 - $68,000 yr; bonus/equity: eligible...
On-site
Document maintenance and quality review
Money movement functions
Trade support and operational alerts
The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals

Job Summary

  • The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
  • Assist with special projects (e.g., recruit onboarding support) and perform various other administrative duties on behalf of the branch.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.

Matching Summary

The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.

Salary

Base: $55,000 - $68,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k).

Skills & Requirements

Must-have

  • Document maintenance and quality review
  • Money movement functions
  • Trade support and operational alerts
  • Client service and problem resolution
  • Microsoft Office proficiency

Nice-to-have

  • Ability to collaborate with others
  • Focus on evolving policy changes
  • Identify firm services and solutions

Key Requirements

  • High School Diploma/Equivalency
  • At least 5 years of industry experience
  • Willingness to obtain Series 7, 9, 10, and 66 or 63 and 65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter