Service Associate

Morgan-Stanley; San Francisco (CA); In loco; USD 35.000 - 90.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

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

Mansioni

• 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.

Conoscenze

MS Office

Writing skills

Client service

Detail orientation

Organizational skills

Team player

Collaboration

Fast-paced environment

Series licensing willingness

Formazione

High School Diploma

College degree preferred

Descrizione del lavoro

POSITION SUMMARY:Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.DUT I E S and RESPONSIBILITIES:OPERATIONAL SUPPORT:Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filingOversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the dayPerform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvalsAssist with processing of trade adjustments and responding to operational alertsExecute actionable items upon review of delegated reports and requests to meet service level expectations in a timely mannerSupport the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirementsRemedy and/or escalate service breaks to management teamOTHER: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 featuresMaintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as neededPerform 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 ManagersOrganize and track progress against operational remediation projectsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusKnowledge/SkillsStrong computer skills and knowledge of Microsoft Office productsExceptional writing, interpersonal and client service skillsDetail oriented with superior organizational skills and ability to prioritize tasksTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentWillingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Reports To:Service ManagerWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $35,152.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages.To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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 .