Morgan Stanley

Associate Service Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Manchester • New Hampshire • United States

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Salary

💰 $68,000 - $120,000 per year

About the role

  • Partner with the Service Manager to perform operational support and oversight
  • Facilitate training as the Learning Partner for new hire Service Associates
  • Maintain strong relationships with key partners
  • Organize and lead meetings with Service Associate Team
  • Oversee service transaction approvals and processes
  • Conduct quality assurance reviews
  • Facilitate resolution of client inquiries/requests
  • Ensure compliance with Firm policies and procedures
  • Identify and implement process improvements
  • Assist with processing of trade adjustments
  • Execute actionable items upon review of delegated reports and requests
  • Assist with special projects and serve as a resource to Sales, Service, Risk and Home Office partners

Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • At least 2 years of industry experience required (5 years industry experience recommended)
  • Demonstrated strong performance in current role for the prior 2 years, if applicable
  • Supervisory situational decision-making skills mandatory
  • Effective written and verbal communication skills
  • Strong attention to detail
  • Ability to prioritize and resolve complex needs and escalate as necessary
  • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
  • Evidence of strong leadership and talent development capabilities
  • Exceptional organizational and time management skills
  • Exceptional conflict resolution skills
  • Knowledge of Firm’s Risk & Compliance policies
  • Ability to think strategically.
Benefits
  • Some of the most attractive and comprehensive employee benefits and perks in the industry
  • Comprehensive health insurance
  • 401(k) matching plan
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Series 7Series 9Series 10Series 66Series 63Series 65trade adjustmentsquality assuranceprocess improvementsoperational support
Soft Skills
supervisory decision-makingwritten communicationverbal communicationattention to detailprioritizationconflict resolutionleadershiptalent developmentorganizational skillstime management
Certifications
High School DiplomaCollege degreeActive Series 7Active Series 9Active Series 10Active Series 66Active Series 63Active Series 65