Morgan Stanley
Service Manager
Charlotte, North Carolina · On-site · Manager · Full-time · Posted Oct 2, 2026
- Experience
- Previous industry experience required; no number of years stated.
- Education
- Four-year college degree required or equivalent education.
About the job
Leads branch service operations and supervises Service Associates and Receptionists, ensuring efficient, compliant client service and operational execution.
What you'll do
- Oversee operational processes and approvals, including trade supervision, money movement, document handling, and account maintenance.
- Manage and develop Service Associates and Receptionists, providing coaching and training and coordinating with branch, market, risk, and home-office partners.
- Ensure policy compliance, quality assurance, audit readiness, remediation, and process improvement across assigned branches.
What they ask for
- Four-year college degree or equivalent education.
- Previous industry experience.
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Model-written summary · the original posting is authoritative