Equity & Options Trade Support Associate

Morgan Stanley • South Jordan, UT

5h

About The Position

Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries. Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner. Investigate and support trade corrections, account inquiries, and execution issues. Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements. Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues. Maintain a strong understanding of market mechanics, trading regulations, and firm policies. Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors. Identify and escalate trends or process gaps that may require enhancements or additional training. Support projects, process improvements, and user acceptance testing as needed. We do it in a way that's differentiated - and we've done that for 90 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. 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.

Requirements

• Bachelor's degree in Finance, Business, or a related field preferred
• 1-3 years of experience in customer service, financial services or a trade support environment
• Excellent communication skills, both verbal and written
• Demonstrated attention to detail and commitment to delivering high-quality work
• Ability to handle high call volumes while maintaining professionalism and accuracy
• Proven problem-solving skills with the ability to work independently and under pressure
• Proficiency with Microsoft Office

Responsibilities

• Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries.
• Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner.
• Investigate and support trade corrections, account inquiries, and execution issues.
• Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements.
• Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues.
• Maintain a strong understanding of market mechanics, trading regulations, and firm policies.
• Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors.
• Identify and escalate trends or process gaps that may require enhancements or additional training.
• Support projects, process improvements, and user acceptance testing as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees