Operational Support & Trade Services Specialist

Morgan Stanley; Charlotte (NC); Vor Ort; USD 34.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental and Vision

401(k)

Paid Time Off

Paid holidays

Parental Leave

Disability insurance

Zusammenfassung

Morgan Stanley in Charlotte, NC is seeking a Service Associate to provide operational support for the Market and branch teams. You will handle document maintenance, money movement, trade support and approvals, ensuring accuracy and timely processing.

Ideal candidates have a high school diploma or better, strong MS Office skills and customer service orientation, with the willingness to obtain securities licenses as needed. The role offers comprehensive benefits and competitive pay.

Qualifikationen

• High school diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.

Aufgaben

• Manage documents with accuracy and perform quality reviews.
• Oversee mail, scanning, electronic filing and distribution.
• Handle money movement functions and transaction approvals.
• Assist with trade adjustments and operational alerts.
• Execute items from delegated reports to meet SLAs.
• Support audit readiness and regulatory compliance.
• Elevate service issues to management when needed.
• Assist with special projects and client-focused services.
• Coordinate with sales, service, risk and Home Office partners.

Kenntnisse

Microsoft Office

Exceptional writing

Interpersonal skills

Client service

Detail oriented

Organizational skills

Team player

Adaptability

Series 7/66 or 63/65

Ausbildung

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Jobbeschreibung

Morgan Stanley in Charlotte, NC is seeking a Service Associate to provide operational support for the Market and branch teams. You will handle document maintenance, money movement, trade support and approvals, ensuring accuracy and timely processing.

Ideal candidates have a high school diploma or better, strong MS Office skills and customer service orientation, with the willingness to obtain securities licenses as needed. The role offers comprehensive benefits and competitive pay.