Service Associate

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.
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
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.

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