Talent.com
Associate Service Manager

Associate Service Manager

Morgan StanleyOak Brook, IL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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 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 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
  • 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 Firm's 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 - 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.

    Salary range for the position : $50,000 - $115,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings.

    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).

    serp_jobs.job_alerts.create_a_job

    Service Associate • Oak Brook, IL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Customer Service Team Leader

    Customer Service Team Leader

    Binny's Beverage DepotOak Lawn, IL
    serp_jobs.job_card.full_time
    The Customer Service Manager reports to and assists the General Manager and Assistant Store Manager, in daily operations, including motivating and inspiring the team to achieve store goals.They are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Technical Service Manager

    Technical Service Manager

    DaikinWood Dale, IL, US
    serp_jobs.job_card.full_time
    Daikin Comfort Technologies Dist, Inc.Technical Service Manager position for our branch operations group located remotely, but local, to Chicago, IL branches. The Regional Technical Service Manager ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    M1 FinanceChicago, IL, US
    serp_jobs.job_card.full_time
    M1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing and low cost borrowing all i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Client Service, Media

    Manager, Client Service, Media

    KantarChicago, IL, United States
    serp_jobs.job_card.full_time
    We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply.Manager, Clie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Associate / Social Media Associate

    Client Service Associate / Social Media Associate

    SPELL IT WITH COLOR INCRomeoville, IL, US
    serp_jobs.job_card.full_time
    Client Service Associate / Social Media Associate Job Description.Highly developed sense of integrity and commitment to customer satisfaction. Demonstrated passion for excellence with respect to treat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager Customer Service

    Manager Customer Service

    Binny's Beverage DepotDowners Grove, IL
    serp_jobs.job_card.full_time
    The Customer Service Manager reports to and assists the General Manager and Assistant Store Manager, in daily operations, including motivating and inspiring the team to achieve store goals.They are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Manager

    Client Service Manager

    MonetaChicago, IL, US
    serp_jobs.job_card.full_time
    Registered Investment Advisor (RIA) wholly focused on going further for our clients.We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Service Manager

    Service Manager

    S and J PlumbingArlington Heights, IL, US
    serp_jobs.job_card.full_time
    You’re the BEST and you want to join a team that appreciates you, where you can create your own opportunities.S&J Plumbing is looking for a Service Manager to build and lead an ideal serv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager, Professional Services

    Manager, Professional Services

    Sprout SocialChicago, Illinois, United States
    serp_jobs.job_card.full_time
    Sprout Social is looking to hire a Manager, Professional Services to oversee a team of Strategic Service consultants who provide guidance, training, set-up and strategy on social media and Sprout s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Community Association Manager, Full Service

    Community Association Manager, Full Service

    Westward360Chicago, IL, US
    serp_jobs.job_card.full_time
    Westward360 is looking to add a.If you are a licensed Community Association Manager (CAM) or on your way to obtaining your license, and want an opportunity to grow with a company on the rise, look ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Associate Client Manager

    Associate Client Manager

    NielsenIQChicago, IL, US
    serp_jobs.job_card.full_time
    Ideally based in Chicago (hybrid at client 2x) or remote role (based in US - ET / CT time).At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Service Associate

    Customer Service Associate

    Hanmi BankChicago, IL, US
    serp_jobs.job_card.full_time
    The Customer Service Associate I is responsible for receiving and paying out money, and keeps records of money and negotiable instruments involved in financial transactions by performing the follow...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.new
    Member Service Associate

    Member Service Associate

    GreenState Credit UnionWestmont, Illinois, United States, 60559
    serp_jobs.job_card.full_time
    This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in acc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Working Service Manager

    Working Service Manager

    JX Enterprises, Inc.Elmhurst, IL, US
    serp_jobs.job_card.full_time
    This position will be based in Gurnee, IL.At JX, we are more than just a provider in the diesel industry; we are a team united by core values that define our commitment to excellence.Our employees ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customer Service Director

    Customer Service Director

    Binny's Beverage DepotWonder Lake, IL
    serp_jobs.job_card.full_time
    The Customer Service Manager reports to and assists the General Manager and Assistant Store Manager, in daily operations, including motivating and inspiring the team to achieve store goals.They are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Associate (2026 Start)

    Client Service Associate (2026 Start)

    The Trade DeskChicago, Illinois, United States
    serp_jobs.job_card.full_time
    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.How? With a media buying platform that helps brands deliver a more insightful and relevan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Section Customer Service

    Manager, Section Customer Service

    AbbVieNorth Chicago, IL, US
    serp_jobs.job_card.full_time
    AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkab...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Service Account Manager

    Service Account Manager

    EMCOR GroupBuffalo Grove, IL, United States
    serp_jobs.job_card.full_time
    EMCOR Services Team Mechanical has an immediate need for an Account Manager in Buffalo Grove, IL.As an Account Manager, you will be responsible for developing sales, profits, and relationships with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customer Service Associate

    Customer Service Associate

    Triple Shift Entertainment LLCHillside, IL, US
    serp_jobs.job_card.full_time
    Striking good times start here! There’s always something to celebrate at our Triple Shift Entertainment venues, and there’s a demand for those who know how to strike up those memories.E...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Service Manager

    Service Manager

    Rush EnterprisesElk Grove Village, IL, US
    serp_jobs.job_card.full_time
    We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers.Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Bl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30