Operations & Trade Support Associate

Morgan Stanley; Indianapolis (IN); Sur place; USD 40 000 - 70 000; Plein temps

Résumé du poste

Morgan Stanley in Indianapolis is seeking a Service Associate to provide operational support and branch administration, handling documents, money movement, trade support, and timely approvals.

You will resolve issues, assist with audits, and collaborate with sales, risk and Home Office partners while supporting onboarding and client service initiatives. This role emphasizes accuracy, organization, and discretion in a fast-paced financial services environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus for the role.
• Strong MS Office and client service skills are essential.

Responsabilités

• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing.
• Oversee and distribute incoming and outgoing mail centrally and at multiple points.
• Perform basic money movement functions like check deposits and approvals.
• Assist with processing of trade adjustments and responses to operational alerts.
• Execute actions from delegated reports to meet service level expectations.
• Support audit readiness through ongoing monitoring of accounts and processes to ensure policy compliance.
• Remediate service breaks and escalate to management as needed.
• Assist with special projects (e.g., recruit onboarding support).
• Promote secure digital offerings such as online and mobile platforms to clients.
• Provide branch admin support: phone coverage, supplies, facilities; serve as resource to partners.

Connaissances

Microsoft Office

Writing skills

Interpersonal skills

Detail oriented

Team player

Fast-paced environment

Series 7/66 or Series 63/65

Formation

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Outils

Morgan Stanley Online

Description du poste

Morgan Stanley in Indianapolis is seeking a Service Associate to provide operational support and branch administration, handling documents, money movement, trade support, and timely approvals.

You will resolve issues, assist with audits, and collaborate with sales, risk and Home Office partners while supporting onboarding and client service initiatives. This role emphasizes accuracy, organization, and discretion in a fast-paced financial services environment.