Talent.com
Associate Service Manager
Associate Service ManagerMorgan Stanley • Melville, NY, US
Associate Service Manager

Associate Service Manager

Morgan Stanley • Melville, NY, US
30+ days ago
Job type
  • Full-time
Job description

Associate Service Manager

The Associate Service Manager will partner with the Service Manager to help perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. Operational support functions include, but are not limited to, money movement, trade support, operational approvals, and audit prep. The Associate Service Manager must have the ability to resolve problems using all available resources and escalate matters as necessary.

Duties and Responsibilities

Leadership

  • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
  • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online, Digital Vault and Morgan Stanley Mobile including remote deposit capture features
  • Facilitate training as the Learning Partner for new hire Service Associates
  • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
  • Promote a branch culture that is consistent with the Firm's core values, including championing diversity and inclusion
  • Organize and lead meetings with Service Associate Team (SA) to advise of upcoming enhancements, policy changes, and / or holding trainings on Morgan Stanley systems, procedures, enhancements.
  • Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and / or items come up for review that were incorrectly processed, and holding one on one sessions as needed

Operational Oversight

  • Oversee service transaction approvals and processes (e.g., trade error supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately
  • Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch
  • Lead select operational remediation's within the team and ensure corrective action is taken before deadlines
  • Facilitate resolution of client inquiries / requests
  • In collaboration with Service Manager (SM) ensure compliance with Firm policies and procedures by overseeing the execution of regular self-audit testing. Proactive with managing Audit Readiness Program in partnership with MBSO, ME, BSOs and SAs to ensure all operational responsibilities are processed consistently across the Market and accordingly to MS policies and procedures.
  • Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
  • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
  • Assist with processing of trade adjustments and responding to operational alerts
  • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
  • Remedy and / or escalate service breaks to management team
  • People Management and Communication

  • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
  • Lead, mentor, and supervise a team of Service Associates & Receptionists, including conducting one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reports
  • Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
  • Manage and oversee Service Associates & Receptionists responsible for operations within the branch
  • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
  • Other

  • Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives)
  • Serve as a resource to Sales, Service, Risk and Home Office partners on behalf of Service Managers
  • Qualifications - External

    Education, Experience, Knowledge, and Skills

  • High School Diploma / Equivalency
  • College degree preferred
  • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA)
  • At least 2 years of industry experience required (5 years industry experience recommended)
  • Demonstrated strong performance in current role for the prior 2 years, if applicable
  • Knowledge / Skills

  • Supervisory situational decision making skills mandatory
  • Effective written and verbal communication skills
  • Strong attention to detail
  • Ability to prioritize and resolve complex needs and escalate as necessary
  • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
  • Evidence of strong leadership and talent development capabilities
  • Exceptional organizational and time management skills
  • Exceptional conflict resolution skills
  • Reports to : Service Manager

    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).

    Create a job alert for this search

    Service Associate • Melville, NY, US

    Related jobs
    Tax Senior Associate - Private Client Services (PCS)

    Tax Senior Associate - Private Client Services (PCS)

    EisnerAmper • Melville, NY, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...Show more
    Last updated: 30+ days ago • Promoted
    Associate Team Leader

    Associate Team Leader

    H&R Block • Seaford, NY, US
    Full-time +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 25 days ago • Promoted
    Customer Success Associate

    Customer Success Associate

    RELX • Norwalk, CT, US
    Part-time
    Are you motivated by creating seamless, successful experiences for customers? Do you want to take your career to the next level with a global leader in events? The Customer Solutions Team ensures e...Show more
    Last updated: 10 days ago • Promoted
    Transaction Services Senior Manager

    Transaction Services Senior Manager

    UHY-US • Melville, NY, United States
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from UHY-US. The Transaction Services Senior Manager has mastered the ski...Show more
    Last updated: 11 days ago • Promoted
    Client Service Associate - Kings Park, NY

    Client Service Associate - Kings Park, NY

    Kestra Financial Independent Advisor • Kings Park, NY, US
    Full-time
    Quick Apply
    The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills...Show more
    Last updated: 30+ days ago
    Service Manager

    Service Manager

    Trek Bikes • Northport, NY, US
    Full-time
    Trek is an awesome place to work, with amazing benefits for all employees.We build only products we love, provide incredible hospitality to our customers, and change the world by getting more peopl...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Associate

    Customer Service Associate

    Walgreens • Bethpage, NY, US
    Part-time
    Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Associate – Social Security Disability

    Client Service Associate – Social Security Disability

    Binder & Binder • Islandia, NY, United States
    Full-time
    Client Service Associate – Social Security Disability.Imagine a career where you change lives every day and directly impact families regaining stability, independence, and peace of mind.At Binder &...Show more
    Last updated: 1 day ago • Promoted
    Service Associate, Part Time - Huntington

    Service Associate, Part Time - Huntington

    Bloomingdale's • Huntington Station, NY, US
    Part-time
    Bloomingdale’s has pushed boundaries, defined trends and made style a source of joy and personal expression for 150 years. Ask anyone who works here the secret to our longevity, and you’...Show more
    Last updated: 15 days ago • Promoted
    Customer Success Associate

    Customer Success Associate

    RX • Norwalk, CT, US
    Part-time
    Are you motivated by creating seamless, successful experiences for customers? Do you want to take your career to the next level with a global leader in events?. The Customer Solutions Team ensures e...Show more
    Last updated: 10 days ago • Promoted
    Account Associate - Shared Services

    Account Associate - Shared Services

    Insurance Office of America • Norwalk, CT, US
    Full-time
    Title : Account Associate - Shared Services.Fully remote for Eastern Time Zone based candidates.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with compa...Show more
    Last updated: 30+ days ago
    Sales Lead - Soma

    Sales Lead - Soma

    Chico's FAS, Inc. • Huntington Station, NY, United States
    Part-time
    Be among the first 25 applicants.Come lead with us at 160 Walt Whitman Rd Space 1063A, Huntington Station, NY.The Associate Lead is primarily responsible for supporting management in general operat...Show more
    Last updated: 11 days ago • Promoted
    Guest Service Manager

    Guest Service Manager

    The Fresh Market • Westport, CT, US
    Full-time
    Our mission is to make everyday eating extraordinary for our guests, and we are looking for a new team member who will commit to helping us deliver on this mission. Our added benefits for joining Th...Show more
    Last updated: 13 days ago • Promoted
    Associate Manager

    Associate Manager

    Savers / Value Village • Bethpage, NY, US
    Full-time
    As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse a...Show more
    Last updated: 30+ days ago