Operations & Trade Support Associate

Morgan-Stanley; Allentown (Lehigh County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive benefits

Career development

Employee discounts

Job summary

Morgan Stanley in Allentown is seeking a Registered Service Associate to provide operational support across document management, money movement, trade support and many approvals. You will resolve issues with available resources, escalate as needed, and assist the Service and Risk Management teams with audit readiness and regulatory compliance, while supporting onboarding and cross‑department projects.

Licensing requirements include Series 7/66 or Series 63/65; college degree preferred; strong MS

Qualifications

• Requires a high school diploma; college degree preferred.
• Must hold the specified securities licenses.
• Strong written and client service skills.
• Detail oriented with strong organizational skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Manage documents and perform quality reviews.
• Oversee mail handling and forwarding.
• Perform basic money movement tasks (deposits, checks, approvals).
• Assist with processing of trade adjustments and responding to operational alerts.
• Support audit readiness and regulatory compliance.
• Remedy and/or escalate service breaks to management.
• Assist with special projects such as onboarding.
• Collaborate with sales, service, risk and Home Office partners.

Skills

Strong computer skills

MS Office proficiency

Attention to detail

Excellent written & interpersonal

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65 licenses required

Job description

Morgan Stanley in Allentown is seeking a Registered Service Associate to provide operational support across document management, money movement, trade support and many approvals. You will resolve issues with available resources, escalate as needed, and assist the Service and Risk Management teams with audit readiness and regulatory compliance, while supporting onboarding and cross‑department projects.

Licensing requirements include Series 7/66 or Series 63/65; college degree preferred; strong MS