Job Type
Job Details
- 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 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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