PWM Associate Service Manager at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

120000.0

Posted On

24 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Communication, Attention To Detail, Conflict Resolution, Organizational Skills, Time Management, Coaching, Client Service, Risk Management, Compliance, Problem Solving, Training, Behavioral Change, Diversity And Inclusion, Strategic Thinking

Industry

Financial Services

Description

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 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 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 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)

Responsibilities

Lead the branch in executing strategic priorities and maintain strong relationships with key partners. Facilitate training for new hire Service Associates and promote a culture consistent with the Firm's core values.