Operations & Client Services Specialist

Morgan Stanley; BLOOMINGTON (MN); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Paid holidays

Dental insurance

Vision insurance

Job summary

Morgan Stanley is seeking a Service Associate for operations support at our Bloomington, MN location. The role covers document maintenance, money movement, trade support, and approvals, with a focus on resolving issues using available resources and elevating matters when needed.

Qualifications include a high school diploma (college degree preferred) and strong PC skills. The position emphasizes compliance, risk awareness, and collaboration with Sales, Service, Risk and Home Office partners.

Qualifications

• High School Diploma or equivalent.
• College degree preferred for advancement.
• Industry experience is a plus.

Responsibilities

• Manage documents with quality reviews and electronic filing.
• Oversee mail distribution and time stamping.
• Perform basic money movement and approvals.
• Assist with processing trade adjustments and audits.
• Support audit readiness and compliance with firm policies.

Skills

MS Office

Writing skills

Attention to detail

Teamwork

Adaptability

Series 7/66 prep

Education

High School Diploma

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Service Associate for operations support at our Bloomington, MN location. The role covers document maintenance, money movement, trade support, and approvals, with a focus on resolving issues using available resources and elevating matters when needed.

Qualifications include a high school diploma (college degree preferred) and strong PC skills. The position emphasizes compliance, risk awareness, and collaboration with Sales, Service, Risk and Home Office partners.