Pwm Service Associate

Morstan

Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Fully remote
Document maintenance
Money movement
Trade support
The PWM Service Associate role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals

Job Summary

  • The PWM Service Associate role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
  • The role supports the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.

Matching Summary

The PWM Service Associate role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • document maintenance
  • money movement
  • trade support
  • operational alerts
  • audit preparedness
  • client service skills

Nice-to-have

  • collaborate with others
  • fast-paced environment
  • evolving policy changes
  • digital offerings support

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