Service Associate
Morgan Stanley
Scottsdale, AZ (In Person)
Full-Time
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Job Description
RESPONSIBILITIES
OPERATIONAL SUPPORT:
Greet and welcome guests in a friendly manner 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 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 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 projectsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience High School Diploma/EquivalencyWHAT 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.
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