Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals
Job Summary
Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals.
The role requires the ability to resolve problems using all available resources and escalate matters as necessary.
Morgan Stanley offers an opportunity to work alongside the best and the brightest in an environment where employees are supported and empowered.
Matching Summary
Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals.
Salary
Base: $34,320 - $90,000; Bonus/Equity: Potential commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Document maintenance and quality review
Money movement functions
Trade support and operational alerts
Client service and problem resolution
Adherence to firm policies and regulatory requirements
Nice-to-have
Proactive identification of firm services
Adaptability to evolving policy changes
Collaborative team player
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills