Jobs
Required skills
Customer Service
- [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.
Key Responsibilities: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.
Qualifications: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.
Why Join Us?Opportunity to work with a leading firm Supportive and inclusive work culture.
Opportunities for professional development and growth.
Competitive salary and benefits package.WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
We do it in a way that’s differentiated – and we’ve done that for 90 years.
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste](https://www.morganstanley.com/about-us/global-offices)
into your browser.
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).
Total Views
0
Apply Clicks
0
Weekly mock applicants
0
Bookmarks
0
Similar jobs

Operations Partner - Columbus, OH
Bird · Columbus, Ohio, United States

Vendor Management Analyst II - Collections Litigation
JPMorgan Chase · Columbus, OH, United States, US

Privacy, Information Governance & eDiscovery Analyst
Chainalysis · New Jersey

Booker, Varney & Co.
Fox Corporation · New York, New York, USA

Asset Management - Global Liquidity Client Account Analyst
JPMorgan Chase · Columbus, OH, United States, US
About Morgan Stanley

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
Employees
New York
Headquarters
$150B
Valuation
Reviews
4.1
10 reviews
Work-life balance
2.8
Compensation
4.2
Culture
3.7
Career
4.1
Management
2.9
75%
Recommend to a friend
Pros
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
Cons
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
Salary Ranges
6,221 data points
Junior/L3
Director
Junior/L3 · Operations Analyst
441 reports
$83,240
total per year
Base
$76,802
Stock
-
Bonus
$6,438
$60,778
$115,186
Interview experience
6 interviews
Difficulty
3.2
/ 5
Duration
21-35 weeks
Interview process
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
Common questions
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
News & Buzz
Morgan Stanley upgrades ITM Power, raises PT to 170p on profitability outlook - Investing.com
Investing.com
News
·
5d ago
STX stock on track to hit fresh record highs — here’s why Morgan Stanley, Citi, Mizuho see further upside - MSN
MSN
News
·
5d ago
STX Stock On Track To Hit Fresh Record Highs — Here’s Why Morgan Stanley, Citi, Mizuho See Further Upside - Stocktwits
Stocktwits
News
·
5d ago
Morgan Stanley’s Slimmon Says Be Ready to Buy Short-Term Pullback in Stocks - Bloomberg
Bloomberg
News
·
5d ago