Service Associate

Morgan Stanley; Sewickley (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Job summary

Morgan Stanley in Sewickley seeks an Administrative Support professional to perform asset movements, maintain operational logs, process trade adjustments and support service leadership in handling alerts and client needs.

You will manage documents, mail, and cross‑functional communications while assisting with audit readiness and regulatory compliance. Willingness to pursue securities licenses is expected.

Qualifications

• Ability to work proactively and independently in a fast-paced, evolving environment.
• Detail oriented with strong organizational skills and ability to prioritize tasks.
• Team player with the ability to collaborate with others.
• Willingness to obtain securities licenses (e.g., Series 7 and Series 66 or Series 63 and Series 65).
• Strong communication and client service skills.
• Proficient computer skills and knowledge of Microsoft Office products.

Responsibilities

• Perform asset movement functions such as reviewing check and security deposits, issuing checks, and approving cash and securities transactions.
• Responsible for the ongoing maintenance and ensure accuracy and managerial execution of operational logs.
• Process trade adjustments and manual trade tickets.
• Assist Service Leadership in timely responses to operational alerts according to Firm policies and procedures.
• Execute actionable items upon review of delegated reports and requests to meet service level expectations.
• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing.
• Oversee and distribute incoming and outgoing mail, including opening, sorting, and distributing regular and/or overnight mail at multiple points throughout the day.
• Support the Service and Risk Management team in audit readiness and preparedness through ongoing monitoring of accounts and processes, engage in audit testing, and ensuring compliance with firm policies and regulatory requirements.
• Identify and bring awareness to opportunities for Firm services and solutions that support clients’ needs including secure, digital offerings within Morgan Stanley Online and Morgan Stanley Mobile such as remote deposit capture features and electronic payment capabilities.
• Identify gaps within processes or procedures actioned within the branch and escalation to management team.

Skills

Proactive work style

Attention to detail

Time management

Team collaboration

Communication

Microsoft Office proficiency

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office

Job description

DUTIES and RESPONSIBILITIES

OPERATIONAL SUPPORT

• Perform asset movement functions such as reviewing check and security deposits, issuing checks, and approving cash and securities transactions
• Responsible for the ongoing maintenance and ensure accuracy and managerial execution of operational logs
• Process trade adjustments and manual trade tickets
• Assist Service Leadership in timely responses to operational alerts according to Firm policies and procedures
• Execute actionable items upon review of delegated reports and requests to meet service level expectations
• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
• Oversee and distribute incoming and outgoing mail, including opening, sorting, and distributing regular and/or overnight mail at multiple points throughout the day
• Support the Service and Risk Management team in audit readiness and preparedness through ongoing monitoring of accounts and processes, engage in audit testing, and ensuring compliance with firm policies and regulatory requirements
• Identify and bring awareness to opportunities for Firm services and solutions that support clients’ needs including secure, digital offerings within Morgan Stanley Online and Morgan Stanley Mobile such as remote deposit capture features and electronic payment capabilities
• Identify gaps within processes or procedures actioned within the branch and escalation to management team

OTHER

• Assist with special projects (e.g., recruit onboarding support, Financial Advisor coverage, document retention)
• Maintain focus on evolving policy and platform changes, participating in new learning opportunities, peer sharing and cross-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, and assisting with client visits in a clerical capacity)
• 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

• Ability to work proactively and independently in a fast-paced, evolving environment
• Detail oriented with strong organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Willingness to obtain securities licenses (e.g., Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA))
• Strong communication and client service skills
• Proficient computer skills and knowledge of Microsoft Office products
• Willingness to travel if needed (e.g., between branch offices in close proximity)

Reports to

• Service Manager

WHAT 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.

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.