Morgan Stanley
Service Associate
Sarasota, Florida · On-site · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides operational and administrative support to a branch, handling documents, money movement, trade support, approvals, audit readiness, and service issues.
What you'll do
- Manage and review documents, handle mail, and perform basic money movement and transaction approvals.
- Support trade adjustments, operational alerts, audit preparedness, account monitoring, and resolution or escalation of service breaks.
- Assist with branch administration, special projects, operational remediation, and client-facing service solutions.
What they ask for
- High School Diploma/Equivalency.
- Strong computer skills and knowledge of Microsoft Office products.
- Strong writing, interpersonal, and client service skills; detail-oriented with organizational and prioritization abilities.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative