Talent.com
SRU Accounts Team Specialist
SRU Accounts Team SpecialistMorgan Stanley • Columbus, OH, US
No longer accepting applications
SRU Accounts Team Specialist

SRU Accounts Team Specialist

Morgan Stanley • Columbus, OH, US
30+ days ago
Job type
  • Full-time
Job description

Accounts Team Specialists

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.

Key Responsibilities:

  • Review and approve New Accounts and Account Modification requests.
  • Provide exceptional customer service to internal partners.
  • Research and resolve issues and deficiencies efficiently.
  • Ensure timely follow-up and resolution of inquiries.
  • Manage a high volume of requests in a fast-paced environment.
  • Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards.
  • Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation.
  • Participate in projects and remediation efforts as needed.

Qualifications:

  • FINRA Series 9/10 or Series 4 and 24 required.
  • Excellent interpersonal and client service skills.
  • Strong written and verbal communication skills.
  • Ability to thrive in a dynamic and fast-paced environment.

Why Join Us?

  • Opportunity to work with a leading firm
  • Supportive and inclusive work culture.
  • Opportunities for professional development and growth.
  • Competitive salary and benefits package.

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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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

SRU Accounts Team Specialist • Columbus, OH, US

Similar jobs

Sr. Project Manager, Global Strategic Accounts

Vertiv Group Corp.Westerville, OH, United States
Full-time

Vertiv is hiring a Senior Project Manager within our Global Strategic Accounts (GSA) Project Execution Team.This is a highly visible and critical role that is responsible for managing multiple data...Show more

 • Promoted

Technical Onboarding Specialist

My3Tech IncColumbus, OH, United States
Temporary

Duration: 6 months contract to hire.Product Manager for Integration & Delivery plays a pivotal role in shaping and executing the strategic direction for our financial services clients technical onb...Show more

 • Promoted

Remote Client Solutions Specialist

AO Globe LifeColumbus, OH, US
Remote
Full-time
Quick Apply

AO Globe Life is hiring individuals who want a flexible, remote role focused on communication, growth, and helping people.In this position, you’ll connect with individuals who have requested inform...Show more

Sr. Client Service Specialist- Third Shift

Crane Worldwide LogisticsLockbourne, OH, United States
Full-time

Responds to orders, general client inquiries, invoice questions and client complaints.Records consistent problem areas.Resolves issues with orders, delivery dates or service.Resolves the client's c...Show more

 • Promoted

Payroll Specialist

Gecko HospitalityColumbus, OH, United States
Full-time

HRIS / Payroll / Benefits Specialist.Reports to: Director of Payroll.The Payroll & Human Resources Accounting Specialist supports payroll, benefits, and HRIS administration to ensure accurate, time...Show more

 • Promoted

ACCOUNT CLERK 3

Franklin County, OHColumbus, OH, United States
Full-time

Under general supervision from Account Clerk Supervisor employee analyzes expenditures and/or receipts * May act as a lead worker and work in confidential in nature * Employee will help the agency ...Show more

 • Promoted

Accounts Receivable Specialist

Nationwide Children's HospitalColumbus, OH, United States
Full-time

Manages and maintains accurate customer accounts, ensures timely collection of payments, and supports the overall financial health of the organization.This role requires strong attention to detail,...Show more

 • Promoted

F&A Accountant Sr. Specialist

Hitachi Astemo Americas, Inc.Sunbury, OH, United States
Full-time

Location 707 West Cherry Street, Sunbury, OH, 43074, United States.Show more

 • Promoted

Sr AR Specialist

Nexeo SolutionsDublin, OH, United States
Full-time

Location: Dublin, OH, US, 43016.Company Name: Univar Solutions USA LLC.Primary Purpose: The SR Accounts Receivable Specialist position focuses on high volume contact in collecting and reconciling d...Show more

 • Promoted

Sr Accounting Analyst

G & J Pepsi-Cola BottlersColumbus, OH, United States
Full-time

The Senior Shared Services Analyst is a technically focused role responsible for supporting, maintaining, and enhancing Financial Shared Services processes and ERP systems.This position partners cl...Show more

 • Promoted

Sr. Payroll Specialist

Lucid SoftwareColumbus, OH, United States
Full-time

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality.Our products, business, and workplace culture have r...Show more

 • Promoted

Specialist, Account Management

CienaColumbus, Ohio, United States
Full-time

As the global leader in high-speed connectivity, Ciena is committed to a people-first approach.Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual...Show more

 • Promoted

Treasury Specialist

Ultimus Fund SolutionsColumbus, OH, United States
Full-time

The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our cli...Show more

 • Promoted

Accounts Payable Specialist

CFSDelaware, OH, United States
Full-time

Job Title: Accounts Payable Specialist.Salary Range: $55,000- $65,000.Elevate your career with us! We are on the lookout for an organized and detail-oriented Accounts Payable Specialist to join our...Show more

 • Promoted

Client Services Team Lead

XEAshville, OH, United States
Full-time

We provide a comprehensive range of foreign exchange services, including our Currency Converter, Market Analysis, Currency Data API, and secure, easy Money Transfers for individuals and businesses....Show more

 • Promoted

Title Specialist

SolomonEdwardsColumbus, OH, United States
Full-time

SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support.We work with some of the w...Show more

 • Promoted

Account Resolution Specialist

Weltmann Lighting LLCDublin, OH, United States
Full-time

Weltman guidelines and client standards.Responsibilities/Duties/Functions/Tasks:.Requests and/or mails form letters to businesses and/or personal guarantors to notify and encourage payment of delin...Show more

 • Promoted

Senior Customer Contact Specialist

UpStartColumbus, OH, United States
Full-time

At Upstart, we're united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans.Every day, we bring creativity, experimentation, and advanced AI to re...Show more