PWM Associate Service Manager

Morgan Stanley•New York, NY

4h•$68,000 - $120,000

About The Position

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 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 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 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. Expected base pay rates for the role will be between $68,000 - $120,000 per year at the commencement of employment. 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. Facilitate resolution of client inquiries/requests Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates 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 Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives)

Requirements

High School Diploma/Equivalency
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
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 Firm's Risk & Compliance policies
Ability to think strategically

Nice To Haves

College degree preferred
At least 5 years of industry experience recommended

Responsibilities

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
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
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
Facilitate resolution of client inquiries/requests
Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
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
Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives)