Service Associate
| Company | Morgan Stanley |
|---|---|
| Location | Walnut Creek, CA, USA |
| Salary | $33280 – $85000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Industry experience is a plus
- 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)
Responsibilities
- 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 escalate service breaks to management team
- 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
Preferred Qualifications
- College degree preferred
- Industry experience is a plus