PWM Service Associate
PWM Service Associate
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$ 35000 - 75000
1 Vacancy
Job Description
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.
DUTIES and RESPONSIBILITIES:
OPERATIONAL SUPPORT:
Manage documents including quality reviews for accuracy and completeness scanning and
electronic filing
Oversee and distribute incoming and outgoing mail including opening sorting time stamping and
distributing regular and/or overnight mail at multiple points throughout the day
Perform basic money movement functions such as check deposits issuing checks and cash and
securities transaction approvals
Assist with processing of trade adjustments and responding to operational alerts
Execute actionable items upon review of delegated reports and requests to meet service level
expectations in a timely manner
Support the Service and Risk Management team in audit preparedness through ongoing monitoring
of accounts and processes ensuring compliance with firm policies and regulatory requirements
Remedy and/or escalate service breaks to management team
OTHER:
Assist with special projects (e.g. recruit onboarding support)
Identify Firm services and solutions that support clients needs including secure digital offerings like
Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
Maintain focus on evolving policy and platform changes participating in training opportunities and
conference calls as needed
Perform various other administrative duties on behalf of the branch (e.g. telephone coverage
ordering supplies facilities support)
Serve as a resource to sales service risk and Home Office partners on behalf of Service Managers
Organize and track progress against operational remediation projects
Qualifications
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Salary range for the position: $35000 to $75000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and X Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close DATE but may be extended depending on whether a candidate has been selected.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
IC
Employment Type
Full-Time
