Service Associate

Local Jobs Morgan Stanley
  • United States, Honolulu, HI View on Map
  • Post Date: June 18, 2020
  • Apply Before : July 18, 2020
  • Share:

Job Description

Service Associate

Job Number:

3152275

POSTING DATE: Jun 15, 2020
PRIMARY LOCATION: Americas-United States of America-Hawaii-Honolulu
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:
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.
DUTIES 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
Industry experience is a plus
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:
Complex Business Service Officer or Business Service Manager
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.

 

“How to Find a Job” Books

We may earn a commission if you click on some of the links below and make a purchase at no additional cost to you.


How to Find a Job Books

Finding A Remote Job A Complete Guide – 2020 Edition

Finding A Remote Job A Complete Guide - 2020 Edition

Do you have the right kind of job? How should implementation be staged? Where are you prepared to go for a job? What are the main goals of your job club? Is building culture possible with a remote team?

Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

VIEW BOOK


Breakthrough Remote Job: Earn rewards for answering questions on products you already used and love. Products such as Microsoft, Linkedin, WordPress, Postmates, Samsung Galaxy Phones, Air BnB etc.

Breakthrough Remote Job: Earn rewards for answering questions on products you already used and love. Products such as Microsoft, Linkedin, WordPress, Postmates, Samsung Galaxy Phones, Air BnB etc.

Earn rewards for answering questions on products you already used and love.

Products such as Microsoft, Linkedin, WordPress, Postmates, Samsung Galaxy Phones, Air BnB etc.

I earn weekly for helping WordPress customers with their problems. My job is to reply emails, chat customers and answer questions, most of which we already have answers to in our HUB and forum.

You can join too as it is available to anyone of any age worldwide.

VIEW BOOK


Remote: Office Not Required

Remote: Office Not Required

For too long our lives have been dominated by the ‘under one roof’ Industrial Revolution model of work. That era is now over. There is no longer a reason for the daily roll call, of the need to be seen with your butt on your seat in the office. The technology to work remotely and to avoid the daily grind of commuting and meetings has finally come of age, and bestselling authors Jason Fried and David Heinemeier Hansson are the masters of making it work at tech company 37signals. Remote working is the future – and it is rushing towards us.

VIEW BOOK


Why Working-From-Anywhere-Companies Attract the Best Talent: A Guide for Companies, Employees and Remote Job Seekers

Why Working-From-Anywhere-Companies Attract the Best Talent: A Guide for Companies, Employees and Remote Job Seekers

If your dream job is not related to a location, an office or a cubicle farm, then this book is for you. Look at a job in a totally new way and start enjoying life while being more productive.

Employers will like this book and embrace working-from-anywhere to have more engaged employees, attract top talent and save big on the bottom line.

VIEW BOOK


Read More

Other jobs you may like