SRU Accounts Team Specialist

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.

Key Responsibilities:

• Review and approve New Accounts and Account Modification requests.
• Provide exceptional customer service to internal partners.
• Research and resolve issues and deficiencies efficiently.
• Ensure timely follow-up and resolution of inquiries.
• Manage a high volume of requests in a fast-paced environment.
• Apply firm policies and procedures on account opening and maintenance including KYC and CIP standards.
• Stay updated on SEC/FINRA Compliance and firm guidelines to ensure risk mitigation.
• Participate in projects and remediation efforts as needed.

Qualifications:

• FINRA Series 9/10 or Series 4 and 24 required.
• Excellent interpersonal and client service skills.
• Strong written and verbal communication skills.
• Ability to thrive in a dynamic and fast-paced environment.

Why Join Us

• Opportunity to work with a leading firm
• Supportive and inclusive work culture.
• Opportunities for professional development and growth.
• Competitive salary and benefits package.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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.

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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).