Operational Service Associate: Trade & Client Support

PowerToFly; Morristown (NJ); On-site; USD 31,200 - 90,000; Full time

Benefits offered by this job

Medical insurance

Prescription Drug

Dental insurance

Vision insurance

401(k)

Job summary

Morgan Stanley is seeking a Registered Service Associate to provide operational support and branch administration. The role covers document management, money movement, trade support, and regulatory compliance with collaboration across service and risk teams.

The position requires a high school diploma, Series licenses, and strong MS Office skills. College degree preferred; a fast-paced environment with client service focus is expected.

Qualifications

• High School diploma or equivalent; a college degree is preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are required.
• Strong written and verbal communication; client service orientation.

Responsibilities

• Provide operational support and oversight on behalf of the market.
• Manage documents with quality reviews, scanning, and filing.
• Handle money movement functions and approvals.
• Support trade adjustments and respond to operational alerts.
• Assist with audit readiness and regulatory compliance.
• Collaborate with Sales, Risk, Service Managers, and Home Office partners.

Skills

MS Office

Client service

Detail oriented

Team player

Fast-paced environment

Series licenses readiness

Education

High School Diploma

College degree preferred

Series 7/66 or 63/65 required

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Service Associate to provide operational support and branch administration. The role covers document management, money movement, trade support, and regulatory compliance with collaboration across service and risk teams.

The position requires a high school diploma, Series licenses, and strong MS Office skills. College degree preferred; a fast-paced environment with client service focus is expected.