Jobs
Service Associates cover the front desk and perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary.
DUTIES and RESPONSIBILITIES:OPERATIONAL SUPPORT:
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Greet and welcome guests in a friendly manner
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Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
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Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
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Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
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Assist with processing of trade adjustments and responding to operational alerts
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Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
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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
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Remedy and/or escalate service breaks to management team
**OTHER:
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Assist with special projects (e.g., recruit onboarding support)
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Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
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Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
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Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)
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Serve as a resource to sales, service, risk, and Home Office partners on behalf of Service Managers
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Organize and track progress against operational remediation projects
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience:
- High School Diploma/Equivalency
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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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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
3.2
10 reviews
Work-life balance
2.5
Compensation
2.8
Culture
3.8
Career
3.2
Management
3.5
45%
Recommend to a friend
Pros
Nice and welcoming people/coworkers
Good career foundation and growth opportunities
Great management and benefits
Cons
Limited conversion to full-time positions
Poor compensation for junior employees
High turnover and branch politics
Salary Ranges
6,255 data points
Junior/L3
Junior/L3 · Client Service Associate
672 reports
$73,140
total per year
Base
$68,164
Stock
-
Bonus
$4,975
$55,565
$97,306
Interview experience
5 interviews
Difficulty
3.2
/ 5
Duration
21-35 weeks
Experience
Positive 0%
Neutral 80%
Negative 20%
Interview process
1
Application Review
2
HR Screen/HireVue
3
Technical Interview
4
Superday/Final Round
5
Offer Decision
Common questions
Technical Knowledge
Behavioral/STAR
Finance/Investment Concepts
Case Study
Culture Fit
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