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Service Associate

Company: Morgan Stanley
Location: Boise
Posted on: May 3, 2021

Job 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 opportunitiesMonitor specific delegated reports and requests and execute on actionable items to meet service level expectations in a timely mannerAssist 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 complianceReview documents for accuracy and completeness prior to scanningOversee and distribute incoming and outgoing mailProactively 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/EquivalencyCollege degree preferredIndustry experience is a plusKnowledge/SkillsStrong computer skills and knowledge of Microsoft Office productsExceptional interpersonal and client service skillsDetail orientated with superior organizational skills and ability to prioritize workflowTeam player with the ability to collaborate with others Reports To:Complex Business Service Officer or Business Service ManagerMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V.

Keywords: Morgan Stanley, Boise , Service Associate, Other , Boise, Idaho

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