Operations & Trade Support Specialist

711 MS Smith Barney, LLC; BLOOMINGTON (MN); On-site; USD 54,000 - 90,000; Full time

Job summary

Morgan Stanley in Bloomington, MN seeks a Service Associate to provide operational support and branch administration. You will manage documents, money movements, trade support and approvals, while maintaining compliance with firm policies.

The role emphasizes accuracy, problem solving, and collaboration with sales, risk, and Home Office partners. Strong computer skills and excellent written and client service abilities are essential.

Qualifications

• Education and/or experience: High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Strong computer skills and knowledge of Microsoft Office products.

Responsibilities

• Manage documents with quality reviews and electronic filing.
• Oversee mail handling and distribution across multiple sites.
• Perform basic money movement functions including deposits and checks.
• Assist with processing trade adjustments and responding to operational alerts.
• Support audit preparedness and regulatory compliance.
• Organize and track remediation projects and assist with special projects.

Skills

Microsoft Office

Exceptional writing

Interpersonal skills

Detail oriented

Organizational skills

Team player

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Bloomington, MN seeks a Service Associate to provide operational support and branch administration. You will manage documents, money movements, trade support and approvals, while maintaining compliance with firm policies.

The role emphasizes accuracy, problem solving, and collaboration with sales, risk, and Home Office partners. Strong computer skills and excellent written and client service abilities are essential.