Service Associate at Morgan Stanley

Service Associate Position

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. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.

Operational support includes managing documents, overseeing and distributing incoming and outgoing mail, performing basic money movement functions, assisting with processing of trade adjustments, executing actionable items, supporting the Service and Risk Management team in audit preparedness, remedying and escalating service breaks, and possibly holding supervisory responsibilities.

Other duties include assisting with special projects, identifying firm services and solutions that support clients' needs, maintaining focus on evolving policy and platform changes, performing various other administrative duties, serving as a resource to sales, service, risk and Home Office partners, and organizing and tracking progress against operational remediation projects.

Education and/or experience includes a high school diploma/equivalency, college degree preferred, willingness to obtain Series 7 and Series 66 or Series 63 and Series 65, strong computer skills, exceptional writing, interpersonal and client service skills, detail oriented with superior organizational skills, team player with the ability to collaborate with others, ability to work in a fast-paced, evolving environment, and willingness to obtain Series 9 and Series 10 for delegation of supervisory functions.

Reports to Service Manager.

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.