United States Job Openings

Morgan Stanley

Service Associate

Bellevue

FULL TIME

October 24, 2024

Service Associate

Job Number:
3260062

POSTING DATE: Oct 24, 2024

PRIMARY LOCATION: Americas-United States of America-Washington-Bellevue

JOB: Wealth Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:

Service Associates perform operational support and oversight on behalf of the Complex 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
Salary range for the position: $35,000 - $85,000 per Yr. 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 unit’s 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 10 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 mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's 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).

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