Operations & Trade Support Specialist

Morgan-Stanley; BLOOMINGTON (MN); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid Time Off

Life Insurance

Job summary

Morgan Stanley in Bloomington, MN is seeking a Service Associate to provide operational support, document maintenance, money movement, and trade support. You will also assist with audits, special projects, and cross‑team collaboration in a fast‑paced financial environment.

The role requires strong Microsoft Office proficiency, excellent written and verbal communication, and a detail‑oriented approach. Training and growth opportunities are available within the branch.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills and ability to prioritize tasks.
• Team player with ability to collaborate.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Maintain documents with quality reviews for accuracy and completeness.
• Oversee mail handling and distribution at multiple points.
• Perform basic money movement functions such as deposits and check issuance.
• Assist with processing trade adjustments and respond to operational alerts.
• Review delegated reports to meet service level expectations.
• Support audit preparedness and regulatory compliance.
• Remedy and escalate service breaks to management.
• Assist with special projects (e.g., onboarding support).
• Organize and track progress against remediation projects.
• Serve as a resource to sales, service, risk and Home Office partners.

Skills

Attention to detail

Communication skills

Writing and client service

Team player

Fast-paced environment adaptability

Series 7/66 readiness

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Bloomington, MN is seeking a Service Associate to provide operational support, document maintenance, money movement, and trade support. You will also assist with audits, special projects, and cross‑team collaboration in a fast‑paced financial environment.

The role requires strong Microsoft Office proficiency, excellent written and verbal communication, and a detail‑oriented approach. Training and growth opportunities are available within the branch.