Service Associate (2 - 8 yrs)

Service Associate Job Number:3108657 Posting Date:Apr 5, 2018 Primary Location:
Americas-United States of America-New York-Rochester Job:Wealth Management Employment Type:Full Time Job Level:Non-Exempt Description POSITION SUMMARY: The Service Associate enhances the client experience and must maintain a high level of
client service and branch support. The role is responsible for daily operations
, and identifying and anticipating client, Financial Advisor and branch needs. T
he Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES: Serve as a resource to Financial Advisors, Support Staff, and clients Act as a liaison between the branches and service departments Review client activity for digital and self-service opportunities Monitor specific delegated reports and requests and execute on actionable items to meet service level expectations in a time
ly manner Assist with Firm remediation and audit related projects Review money movement and deposits and escalate issues to management as necessary Prepare and 
process trade corrections, and maintain necessary records for compliance Review 
documents for accuracy and completeness prior to scanning Oversee and distribute
incoming and outgoing mail Proactively participate in firm initiatives directed
by local management Actively engage in available training and education program
s to maintain current status on policies, procedures and risk awareness Perform 
administrative duties that support daily branch operations, including but not limited to, telephone coverage and document maintenance Qualifications EDUCATION,
EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Dip
loma/Equivalency College degree preferred Industry experience is a plus Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional interpersonal and client service skills Detail orientated with superior

organizational skills and ability to prioritize workflow Team player with the ability to collaborate with others Reports To: Complex Business Service Officer or 
Business Service Manager Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.

(Please mention NCRJobs.in for reference)

Location : Kolkata

Address : Kolkata, Kolkata