Operations & Trade Support Associate

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

Job summary

Morgan Stanley is seeking a Service Associate to provide operational support and branch-level management assistance. You will handle document maintenance, money movement, mail distribution, and approvals, ensuring timely processing and escalation as needed.

The role emphasizes problem resolution, collaboration with risk and back-office partners, and support for special projects like onboarding. A focus on policy updates and training is included.

Qualifications

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

Responsibilities

• Provide operational support and oversight, including document maintenance and money movement.
• Manage mail distribution and processing of trade adjustments and approvals.
• Respond to operational alerts and escalations to meet service levels.
• Support audit preparedness and regulatory compliance through monitoring.
• Assist with special projects such as onboarding support.
• Coordinate with sales, risk and Home Office partners on service matters.

Skills

MS Office

Writing skills

Client service

Detail orientation

Organizational skills

Team player

Collaboration

Fast-paced environment

Series licensing willingness

Education

High School Diploma

College degree preferred

Job description

Morgan Stanley is seeking a Service Associate to provide operational support and branch-level management assistance. You will handle document maintenance, money movement, mail distribution, and approvals, ensuring timely processing and escalation as needed.

The role emphasizes problem resolution, collaboration with risk and back-office partners, and support for special projects like onboarding. A focus on policy updates and training is included.