Wealth Management Operations Specialist

Morgan-Stanley; Town of Islip (NY); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Service Associate to provide operational support and branch administration in New York. The role involves document management, mail handling, money movement, and trade support, with opportunities to participate in special projects and onboarding efforts.

The position requires a High School diploma or equivalent, with a college degree preferred, and strong MS Office and communication skills. Licensing potential (Series 7/66 or Series 63/65) may be pursued as needed.

Qualifications

• High School diploma or equivalent required; college degree preferred.
• Strong computer skills with Microsoft Office proficiency.
• Exceptional writing and client service abilities.
• Detail oriented with excellent organizational skills; able to prioritize tasks.
• Team player capable of collaborating across departments.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.

Responsibilities

• Provide operational support and oversee daily administrative tasks.
• Manage documents with quality reviews, scanning and filing.
• Handle mail distribution and basic money movement tasks.
• Assist with processing trade adjustments and alerts; meet SLAs.
• Support audit readiness and regulatory compliance programs.
• Participate in special projects and onboarding support as needed.
• Serve as a resource to sales, risk and Home Office partners.

Skills

Strong writing

Interpersonal skills

Client service skills

Detail oriented

Team player

Adaptability to fast-paced environment

Prioritization of 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 in New York. The role involves document management, mail handling, money movement, and trade support, with opportunities to participate in special projects and onboarding efforts.

The position requires a High School diploma or equivalent, with a college degree preferred, and strong MS Office and communication skills. Licensing potential (Series 7/66 or Series 63/65) may be pursued as needed.