Sru Accounts Team Specialist

Morgan Stanley

South Jordan, UT, United States
Detail-oriented account processing
Exceptional customer service skills
Ability to manage high volume requests
The role involves working closely with field management to ensure compliant processing of New Accounts and Account Modifications

Job Summary

  • The role involves working closely with field management to ensure compliant processing of New Accounts and Account Modifications.
  • Accounts Team Specialists will report directly to the Regional Accounts Team Manager.
  • Morgan Stanley offers a supportive environment with opportunities for growth and a comprehensive benefits package.

Matching Summary

The role involves working closely with field management to ensure compliant processing of New Accounts and Account Modifications.

Skills & Requirements

Must-have

  • Detail-oriented account processing
  • Exceptional customer service skills
  • Ability to manage high volume requests

Nice-to-have

  • Dynamic and fast-paced environment
  • Supportive and inclusive work culture
  • Opportunities for professional development

Key Requirements

  • FINRA Series 9/10 or Series 4 and 24 required
  • Strong written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter