SRU Accounts Team Specialist

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.

• Review and approve New Accounts and Account Modification requests.
• Provide exceptional customer service to internal partners.
• Research and resolve issues and deficiencies efficiently.
• Ensure timely follow-up and resolution of inquiries.
• Manage a high volume of requests in a fast‑paced environment.
• Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards.
• Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation.
• Participate in projects and remediation efforts as needed.

• FINRA Series 9/10 or Series 4 and 24 required.
• Excellent interpersonal and client service skills.
• Strong written and verbal communication skills.
• Ability to thrive in a dynamic and fast‑paced environment.

• Opportunity to work with a leading firm
• Supportive and inclusive work culture.
• Opportunities for professional development and growth.
• Competitive salary and benefits package.

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).