• Senior Service Associate Jobs in New York City - 23847898

  • Morgan Stanley Pvt Ltd
  • New York City
  • Save Job
  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

Senior Service Associate

Job Number 3140406

Posting Date Oct 11, 2019

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

The Senior 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 Senior Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary

DUT I E S and RESPONSIBILITIES

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

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
5 or more years of industry experience required

Knowledge/Skills

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

Business Service Manager or Complex Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce

M/F/D/V

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 : 18th Apr 2020

Key Skills:

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