Service Associate

PowerToFly; Pepper Pike (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Morgan Stanley in Pepper Pike, Ohio is seeking an Operational Support professional to manage documents and assist with various administrative duties. Key responsibilities include overseeing mail, performing money movement functions, and ensuring compliance with company policies.

The ideal candidate will have a high school diploma, strong computer and interpersonal skills, and a detail-oriented approach. The role offers an opportunity to work in a dynamic environment and participate in ongoing learning.

Qualifications

• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills.
• Ability to work in a fast-paced, evolving environment.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.

Responsibilities

• Manage documents, including quality reviews for accuracy.
• Oversee incoming and outgoing mail distribution.
• Perform basic money movement functions.
• Assist with trade adjustments and operational alerts.
• Support audit preparedness through ongoing monitoring.
• Organize and track operational remediation projects.

Skills

Strong computer skills

Exceptional writing skills

Interpersonal skills

Client service skills

Detail oriented

Organizational skills

Team player

Ability to work in fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office products

Job description

DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT

• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
• Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
• Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
• Assist with processing of trade adjustments and responding to operational alerts
• Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
• Remedy and/or elevate service breaks to the management team

OTHER RESPONSIBILITIES

• Assist with special projects (e.g., recruit onboarding support)
• Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile, including remote deposit capture features
• Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
• Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)
• Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
• Organize and track progress against operational remediation projects

EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred (Industry experience is a plus)

Knowledge/Skills

• 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 the ability to collaborate with others
• Ability to work in a fast‑paced, evolving environment
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports to

• Service Manager

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.