Service Operations Lead — Branch & Compliance

Morgan Stanley; Atlanta (GA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking an Associate Service Manager to support the Service Manager in operations, trade support, and audit preparation across the Market. You will supervise branch processes, ensure policy compliance, and drive improvements through cross-functional collaboration.

The role emphasizes training new hires, overseeing service transactions, and maintaining high standards of accuracy and efficiency. Collaboration with Sales, Risk, and Home Office is expected.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active securities licenses as listed (Series 7/9/10/66/63/65).
• 2+ years of industry experience; 5 years recommended.
• Strong leadership and supervisory decision-making required.

Responsibilities

• Lead the Branch in executing strategic priorities with coaching for consistency and compliance.
• Oversee service transactions, approvals, money movement, and documentation control.
• Facilitate training as Learning Partner for new hires.
• Resolve client inquiries and maintain audit readiness.
• Participate in national calls to learn platform changes and share best practices.

Skills

Leadership

Communication

Problem solving

Time management

Strategic thinking

Relationship building

Attention to detail

Risk & Compliance

Education

High School Diploma or equivalency

College degree preferred

Series 7/9/10/66/63/65 licenses

Industry experience 2+ years

Job description

Morgan Stanley is seeking an Associate Service Manager to support the Service Manager in operations, trade support, and audit preparation across the Market. You will supervise branch processes, ensure policy compliance, and drive improvements through cross-functional collaboration.

The role emphasizes training new hires, overseeing service transactions, and maintaining high standards of accuracy and efficiency. Collaboration with Sales, Risk, and Home Office is expected.