Service Associate

Morgan Stanley Napa , CA 94558

Posted 2 months ago

POSITION SUMMARY:

The Service Associate enhances the client experience and must maintain a high level of client service and branch support. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs. The Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary.

DUTIES and RESPONSIBILITIES:

  • Serve as a resource to Financial Advisors, Support Staff, and clients

  • Act as a liaison between the branches and service departments

  • Review client activity for digital and self-service opportunities

  • Monitor specific delegated reports and requests and execute on actionable items to meet service level expectations in a timely manner

  • Assist with Firm remediation and audit related projects

  • Review money movement and deposits and escalate issues to management as necessary

  • Prepare and process trade corrections, and maintain necessary records for compliance

  • Review documents for accuracy and completeness prior to scanning

  • Oversee and distribute incoming and outgoing mail

  • Proactively participate in firm initiatives directed by local management

  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

  • Perform administrative duties that support daily branch operations, including but not limited to, telephone coverage and document maintenance

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

Knowledge/Skills

  • Strong computer skills and knowledge of Microsoft Office products

  • Exceptional interpersonal and client service skills

  • Detail orientated with superior organizational skills and ability to prioritize workflow

  • Team player with the ability to collaborate with others

Reports To:

  • Complex Business Service Officer or Business Service Manager

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V.


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Service Associate

Morgan Stanley