Morgan Stanley
Service Associate
Boca Raton, Florida +1 · On-site · Full-time · Posted Oct 29, 2026
- Location
- Boca Raton, Florida
West Palm Beach, Florida - Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides operational and administrative support to the market, handling documents, money movement, trade support, approvals, and service issue resolution.
What you'll do
- Manage documents and mail, perform basic money movement and transaction approvals, and assist with trade adjustments and operational alerts.
- Monitor accounts and processes for audit readiness and policy compliance; resolve or escalate service breaks.
- Support special projects, client-facing digital service awareness, administrative tasks, and operational remediation tracking.
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 organization and prioritization.
- 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