Talent.com
Associate Service Manager

Associate Service Manager

Morgan StanleyPalm Beach Gardens, FL, US
22 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 organizations 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 Firms 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 Support and 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 remediations 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
  • 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
  • Education, Experience, Knowledge, and Skills

    Education and / or Experience

  • 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
  • Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market
  • Knowledge of Firms Risk & Compliance policies
  • Ability to think strategically
  • Reports to Service Manager (SM)

    What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

    Morgan Stanleys 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 • Palm Beach Gardens, FL, US

    Related jobs
    Customer Service Associate

    Customer Service Associate

    Zips Car WashLake Worth, FL, US
    Part-time
    Quick Apply
    Do you love interacting with people? Are you enthusiastic about helping others? If so our, part-time Customer Service Associate at ZIPS Car Wash located at 3952 Pinehurt Dr, Lake Worth, FL, is the ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Associate - Private Client Services

    Tax Senior Associate - Private Client Services

    EisnerAmperWest Palm Beach, FL, 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 moreLast updated: 3 days ago
    • Promoted
    Hourly Shift Coordinator

    Hourly Shift Coordinator

    Burger KingIndiantown, FL, US
    Full-time
    The Hourly Shift Coordinator (HSC) is the Shift Leader of the restaurant focused on delivering sales and profit results through profitability, Guest, people & operations.The HSC supports the Re...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion EdgePort Salerno, FL, United States
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 1 day ago
    Service Team

    Service Team

    Panda Restaurant GroupBoynton Beach, FL, US
    Full-time
    Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...Show moreLast updated: 30+ days ago
    Service Project Manager

    Service Project Manager

    Willis Custom YachtsStuart, Florida, United States
    Full-time
    Quick Apply
    The Service Project Manager is responsible for overseeing service projects at Willis Custom Yachts (WCY), ensuring they are completed on time, within budget, and to the highest quality standards.Th...Show moreLast updated: 11 days ago
    Property & Associate Manager – Self Storage Leadership Opportunity

    Property & Associate Manager – Self Storage Leadership Opportunity

    Avid StoragePort St. Lucie, FL, US
    Full-time
    Quick Apply
    We are seeking Property Managers & Associate Managers - Work-Life Balance Matters Here!.Tired of sitting at a desk all day?. Come stretch your legs as a Property or Associate Property Manager fo...Show moreLast updated: 5 days ago
    • Promoted
    Travel Cath Lab Registered Nurse - $2,041 per week

    Travel Cath Lab Registered Nurse - $2,041 per week

    Nightingale NursesPort Salerno, FL, US
    Full-time
    Nightingale Nurses is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Stuart, Florida.Job Description & Requirements Specialty : Cardiac Cath Lab Discipline : RN Start Date : 10...Show moreLast updated: 15 days ago
    • Promoted
    Service Manager

    Service Manager

    Sunbelt Rentals, Inc.West Palm Beach, FL, US
    Full-time
    Join Our Team! Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed ...Show moreLast updated: 25 days ago
    • Promoted
    Associate Tech Specialist

    Associate Tech Specialist

    Keylent IncJuno Beach, FL, United States
    Full-time
    Associate Tech Specialist TECHM-JOB-29812.Role -SAP BW and BOBJ Report Developers.Location : Juno Beach, FL (Day1 onsite). Note - US Citizen and Green Card Only.Experience with the following is manda...Show moreLast updated: 3 days ago
    Associate Account Manager

    Associate Account Manager

    BrightView LandscapesBoynton Beach, FL, US
    Full-time
    At BrightView, the best teams are created and maintained here.If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest....Show moreLast updated: 23 days ago
    Customer Service Associate

    Customer Service Associate

    Rebel Convenience StoresJensen Beach, Florida, United States, 34957
    Full-time
    Are you a people-person who enjoys staying busy, helping others, and working in a fast-paced environment? Rebel Convenience Stores is looking for friendly and reliable Customer Service Associates t...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Travel Cath Lab Registered Nurse - $2,423 per week

    Travel Cath Lab Registered Nurse - $2,423 per week

    Pride HealthPort Salerno, FL, US
    Full-time
    PRIDE Health is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Stuart, Florida.Job Description & Requirements Specialty : Cardiac Cath Lab Discipline : RN Start Date : 10 / 27 / 20...Show moreLast updated: 17 hours ago
    • Promoted
    Customer Service Associate

    Customer Service Associate

    Wawa, Inc.Stuart, FL, US
    Full-time
    We believe we can make life a little better every day – one smile, hoagie, or experience at a time.And there’s one secret ingredient that truly sets Wawa apart : Our Associates.At Wawa, ...Show moreLast updated: 28 days ago
    AT&T Sales & Customer Service Associate

    AT&T Sales & Customer Service Associate

    Limitless Inc.West Palm Beach, FL, US
    Full-time
    Quick Apply
    Our company is a leading provider of AT&T products and services, specializing in sales and customer experience.We are rapidly expanding our customer acquisition in the local area, providing tai...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Account Manager, Client Services

    Senior Account Manager, Client Services

    National Golf FoundationJupiter, FL, US
    Full-time
    Account Manager, Client Services is responsible for creating meaningful conversations and relationships that result in revenue generation. The individual will primarily be selling NGF Marketing &...Show moreLast updated: 1 day ago
    Lead Customer Service Associate

    Lead Customer Service Associate

    Zips Car WashBoynton Beach, FL, US
    Full-time
    Quick Apply
    Do you love interacting with people? Are you enthusiastic about helping others and taking the lead? If so our, Lead Customer Service Associate at ZIPS Car Wash located at 3008 S Congress Ave, Boynt...Show moreLast updated: 17 days ago
    Assistant Service Manager -Audi Stuart!

    Assistant Service Manager -Audi Stuart!

    Murgado Automotive GroupStuart, Florida, United States, 34994
    Full-time
    Are you passionate about delivering exceptional customer service and have a knack for leading a team?.This is your chance to be part of a prestigious brand and a dealership that values excellence i...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Cardiac Cath Lab RN - $2,271 per week

    Travel Cardiac Cath Lab RN - $2,271 per week

    AHS StaffingPort Salerno, FL, US
    Full-time
    AHS Staffing is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Stuart, Florida.Job Description & Requirements Specialty : Cardiac Cath Lab Discipline : RN Start Date : 10 / 27 / 20...Show moreLast updated: 11 days ago
    Service Manager

    Service Manager

    Master Techs Auto RepairWest Palm Beach, Florida, United States
    Full-time +1
    Quick Apply
    Part Time Automotive Repair Sales Manager.Master Techs Auto Repair has a great position for an experienced service manager with at least 10 plus years of experience. Master Techs is a 16-year, succe...Show moreLast updated: 30+ days ago