This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications
Job Summary
This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications.
Morgan Stanley offers an opportunity to work with a leading firm in a supportive and inclusive work culture with opportunities for professional development and growth.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications.
Skills & Requirements
Must-have
New Accounts processing
Account Modifications processing
KYC and CIP standards
SEC/FINRA guidelines
High volume request management
Nice-to-have
Exceptional customer service
Dynamic and fast-paced environment
Collaborative and creative thinkers
Supportive and inclusive work culture
Key Requirements
FINRA Series 9/10 or Series 4 and 24 required
Excellent interpersonal and client service skills
Strong written and verbal communication skills
Ability to thrive in a dynamic and fast-paced environment