Pwm Service Associate

Morgan Stanley

Los Angeles, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
On-site
Document maintenance and quality review
Money movement functions
Trade support and operational alerts
PWM Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects

Job Summary

  • PWM Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects.
  • The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
  • 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

PWM Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Attractive and comprehensive employee benefits and perks

Skills & Requirements

Must-have

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

Nice-to-have

  • Ability to collaborate with others
  • Focus on evolving policy and platform changes
  • Willingness to learn and adapt

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter