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 requires the ability to resolve problems using available resources and escalate matters as necessary, while supporting audit preparedness and compliance.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and attractive employee benefits.
Matching Summary
Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals.
Skills & Requirements
Must-have
Document maintenance and quality review
Money movement functions
Trade support and operational alerts
Audit preparedness and compliance monitoring
Client service and problem resolution
Nice-to-have
Familiarity with digital offerings
Adaptability to evolving policies
Proactive identification of firm solutions
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Strong computer skills and Microsoft Office knowledge
Exceptional writing, interpersonal, and client service skills
Detail oriented with superior organizational skills
Ability to work in a fast-paced, evolving environment
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses