• PWM Service Associate Jobs in United States Of America - 23819019

  • Morgan Stanley Pvt Ltd
  • United States Of America, Usa

Job Description:

PWM Service Associate

Job Number 3135465

Primary Location Americas-United States of America-New York-New York

Job Wealth Management

Employment Type Full Time

Job Level Non-Exempt



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 Manage

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 14th Apr 2020

Key Skills:

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