Service Review Unit (SRU) – Associate [United States]


 
Service Review Unit (SRU) – Associate

Job Number:

3238268

POSTING DATE: Jun 20, 2023

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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-Exempt

DESCRIPTION

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

QUALIFICATIONS

    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).

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