Morgan Stanley
Service Associate
Pepper Pike, Ohio · On-site · Full-time · Posted May 18, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides operational, administrative, and risk-management support to a market and branch, including document handling, money movement, trade support, and issue escalation.
What you'll do
- Manage and review documents and distribute incoming and outgoing mail.
- Perform basic money movement, support trade adjustments, respond to operational alerts, and complete delegated tasks.
- Monitor accounts and processes for audit readiness and policy compliance; resolve or escalate service breaks.
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 orientation and organizational ability.
- 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