Morgan Stanley
Associate Service Manager
West Conshohocken, Pennsylvania · On-site · Manager · Full-time · Posted Oct 22, 2026
- Experience
- At least 2 years of industry experience required; 5 years recommended. Demonstrated strong performance in current role for the prior 2 years, if applicable.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports the Service Manager with branch leadership, operational oversight, compliance, service associate training, and special projects.
What you'll do
- Oversee transaction approvals, operational processes, document quality, audit readiness, and corrective actions.
- Coach and train Service Associates, lead team communications, and promote consistent execution of firm policies.
- Resolve or escalate client and operational issues, improve processes, and support special projects.
What they ask for
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- At least 2 years of industry experience.
- Demonstrated strong performance in current role for the prior 2 years, if applicable.
- Supervisory situational decision-making skills; knowledge of Firm Risk & Compliance policies.
Nice to have
- College degree.
Tools
Morgan Stanley Online, Digital Vault, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative