Service Review Unit (SRU) – Associate

The Asset Movement Team (AMT) Associate will work closely with field service teams and various other internal departments in the review and approval of money/asset movement transactions. They will report directly to a Regional Leader.

Responsibilities Include

• Review & Approve disbursement requests to ensure completion in a timely manner.
• Research and resolve problems with a timely manner.
• Ability to handle a high volume of requests in a fast paced environment.
• Efficiently navigating Morgan Stanley systems.
• Provide world class customer service in all interactions.
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
• Keep current on SEC/FINRA, Compliance and Firm policy and procedural guidelines and apply to review processing and all interactions to ensure risk mitigation.
• Participate in projects and/or remediation efforts as needed including pilot programs.
• Other duties as assigned
• College preferred or equivalent experience
• 1-3 year’s industry experience preferred
• Basic knowledge of Morgan Stanley systems and procedures
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Strong computer skills including Microsoft Suite.
• Be self-motivated and able to work in a strong team and high activity environment

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Jun 20, 2023

Primary Location

Americas-United States of America-Utah-South Jordan

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Non-Exemptللتقدم على الوظيفة