Morgan Stanley

Service Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: RochesterNew YorkUnited States

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Salary

💰 $120,000 - $165,000 per year

About the role

  • Oversee and manage service transaction approvals and processes
  • Facilitate and manage resolution of client inquiries/requests
  • Lead, mentor, and supervise a team of Service Associates & Receptionists
  • Ensure compliance with Firm policies and procedures

Requirements

  • Four-year college degree required or equivalent education
  • Previous industry experience
  • Active Series 7, Series 9 and Series 10, and Series 66 or Series 63 and Series 65 required
  • Strong attention to detail
  • Knowledge of Firm’s Risk & Compliance policies
Benefits
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Applicant Tracking System Keywords

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Soft Skills
leadershipmentoringsupervisionattention to detail
Certifications
Series 7Series 9Series 10Series 66Series 63Series 65