Service Associate

Position Summary

Service Associates provide operational support and oversight for the Complex, general management functions and special projects. The role includes daily functions such as document maintenance, money movement, trade support, and approvals, and requires problem‑resolution using available resources and escalation as necessary.

• Manage documents, perform quality reviews for accuracy and completeness, scan and file electronically.
• Oversee and distribute incoming and outgoing mail, including opening, sorting, time‑stropping and distributing regular and/or overnight mail at multiple points throughout the day.
• Perform basic money‑movement functions such as check deposits, issuing checks, cash and securities transaction approvals.
• Assist with processing of trade adjustments and respond to operational alerts.
• Execute actionable items from delegated reports and requests to meet service‑level expectations in a timely manner.
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements.
• Remedy and/or escalate service breaks to the management team.
• Assist with special projects (e.g., recruiting onboarding support).
• Identify firm services and solutions that support clients’ needs, including secure, digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile with remote deposit capture features.
• Maintain focus on evolving policy and platform changes, participate in training opportunities and conference calls as needed.
• Perform various administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support).
• Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers.
• Organize and track progress against operational remediation projects.

• High School Diploma or equivalency.
• College degree preferred.
• Industry experience is a plus.

• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal and client-service skills.
• Detail‑oriented with superior organizational skills and ability to prioritize tasks.
• Team player with the ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

• Service Manager

Expected base pay rates for the role will be between $35,152.00 and $90,000.00 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages and Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit: