Operations & Trade Support Specialist

Morgan Stanley; West Palm Beach (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

MOrgan Stanley is seeking a Service Associate to provide operational support and branch administration, handling document maintenance, money movement, trade support, and approvals.

The role emphasizes problem solving, collaboration with service managers and risk teams, and adherence to firm policies. On-site work in a fast-paced environment is expected, with opportunities to participate in special projects and process improvements.

Qualifications

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

Responsibilities

• Manage documents with quality reviews for accuracy and completeness.
• Oversee mail handling and distribution.
• Perform basic money movement functions and approvals.
• Assist with processing trade adjustments and responding to alerts.
• Execute items from delegated reports to meet SLAs.
• Support audit preparedness and regulatory compliance.

Skills

Microsoft Office

Strong writing

Interpersonal skills

Client service

Detail oriented

Team player

Ability to prioritize tasks

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

MOrgan Stanley is seeking a Service Associate to provide operational support and branch administration, handling document maintenance, money movement, trade support, and approvals.

The role emphasizes problem solving, collaboration with service managers and risk teams, and adherence to firm policies. On-site work in a fast-paced environment is expected, with opportunities to participate in special projects and process improvements.