Operations & Service Associate - Client Support & Compliance

Morgan Stanley; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in San Francisco seeks a Service Associate to provide operational support and branch administration. You will handle documents, money movement, trade support, and approvals while coordinating with Sales, Risk, and Home Office partners to meet service levels.

The role requires strong MS Office skills, excellent writing and client service, meticulous attention to detail, and ability to work in a fast-paced environment. Some roles offer Series 7/66 or 63/65 readiness.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Knowledge of Microsoft Office; strong writing and client services.
• Ability to work in a fast-paced environment; team player.
• Willingness to obtain Series 7/66 or 63/65 eligibility.

Responsibilities

• Operational support: manage documents with quality reviews for accuracy and completeness.
• Oversee mail handling and distribution across multiple points.
• Perform basic money movement functions and approvals.
• Assist with processing of trade adjustments and response to alerts.
• Execute items to meet service level expectations and timelines.
• Support audit readiness with monitoring of accounts and processes.
• Assist with special projects (e.g., recruit onboarding support).
• Identify firm services to support clients’ needs, including online offerings.
• Maintain focus on policy changes and participate in training calls.

Skills

MS Office

Writing skills

Client service

Detail oriented

Team player

Time management

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 eligibility

Job description

Morgan Stanley in San Francisco seeks a Service Associate to provide operational support and branch administration. You will handle documents, money movement, trade support, and approvals while coordinating with Sales, Risk, and Home Office partners to meet service levels.

The role requires strong MS Office skills, excellent writing and client service, meticulous attention to detail, and ability to work in a fast-paced environment. Some roles offer Series 7/66 or 63/65 readiness.