Operations & Trade Support Associate

Socket.dev; North Carolina; On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley is seeking a Service Associate to provide operational support and general management tasks in the NC region. You will handle document control, money movement, trade support, and approvals while ensuring compliance with firm policies.

The role emphasizes problem solving, collaboration with Service Managers, and participation in training and process improvements in a fast-paced environment. A strong writing and client-service mindset is essential.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Industry experience is a plus.
• Strong computer skills and MS Office knowledge.
• Excellent written and verbal communication skills.
• Detail oriented with strong organizational abilities.

Responsibilities

• Manage documents with quality reviews for accuracy and completeness.
• Oversee and distribute mail at multiple points throughout the day.
• Perform basic money movement functions (deposits, checks, approvals).
• Assist with processing trade adjustments and operational alerts.
• Execute items to meet service levels and deadlines.
• Support audit readiness and regulatory compliance through monitoring.

Skills

Detail oriented

Strong writing and client service

Team player

Fast-paced work environment

Series 7/66 willingness

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Service Associate to provide operational support and general management tasks in the NC region. You will handle document control, money movement, trade support, and approvals while ensuring compliance with firm policies.

The role emphasizes problem solving, collaboration with Service Managers, and participation in training and process improvements in a fast-paced environment. A strong writing and client-service mindset is essential.