Sru Accounts Team Specialist

Morgan Stanley UK

Columbus, United States
New accounts and account modifications
Kyc and cip standards
Firm policies and procedures
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 opportunities for professional development and growth within a supportive and inclusive work culture.
  • Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - guide the decisions we make every day.

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 and Account Modifications
  • KYC and CIP standards
  • firm policies and procedures
  • risk mitigation
  • high volume requests

Nice-to-have

  • exceptional customer service
  • dynamic and fast-paced environment
  • collaborators and creative thinkers
  • passion and grit

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter