Morgan Stanley Is Hiring An Associate Service Manager - Bilingual Spanish/English or Trilingual Spanish/Portuguese/English

Join Our Team as an Associate Service Manager 🚀

Looking for an exciting opportunity to support operational excellence and lead a dynamic team at Morgan Stanley? Read on!

Position Summary

The Associate Service Manager partners with the Service Manager to provide operational support and oversight on behalf of the Market, alongside general management support functions and special projects. This role involves ensuring smooth execution of various operational functions such as money movement, trade support, operational approvals, and audit preparation. The ideal candidate must be resourceful and capable of resolving problems efficiently, escalating issues when necessary.

Leadership Responsibilities

• Strategic Leadership: Lead the branch in executing organizational priorities by influencing and coaching behavioral change focused on consistency, quality, and compliance with firm policies and procedures.
• Client-Focused Solutions: Identify and promote firm services supporting client needs, including secure digital offerings like Morgan Stanley Online, Digital Vault, Morgan Stanley Mobile, and remote deposit capture features.
• Training & Development: Facilitate training as the Learning Partner for new Service Associates, ensuring ongoing development.
• Relationship Management: Maintain strong relationships with key partners across the branch, market, region, and home office, including active participation in meetings and calls at regional and national levels.
• Culture & Diversity: Foster a branch culture aligned with the firm’s core values, championing diversity and inclusion initiatives.
• Team Meetings & Training: Organize and lead meetings with the Service Associate team to discuss updates, policy changes, and system trainings.
• Coaching & Support: Provide ongoing training to Service Associates, respond to system and policy inquiries, conduct coaching sessions, and hold one-on-one reviews as necessary.

Operational Support & Oversight

• Transaction Oversight: Supervise service transaction approvals, trade error supervision, money movements, document handling, cashiering, and account maintenance, ensuring thorough reports and logs are maintained.
• Quality Assurance: Conduct quality reviews on document handling and trade executions within the branch.
• Remediation & Compliance: Lead operational remediation efforts, ensuring corrective actions are completed before deadlines.
• Client Inquiry Resolution: Facilitate prompt resolution of client requests and inquiries.
• Audit & Compliance: Collaborate with the Service Manager to oversee compliance through regular self-audit testing and manage the Audit Readiness Program alongside partners like MBSO, ME, BSOs, and SAs.
• Knowledge Sharing & Updates: Participate in national calls to learn about platform updates, policies, and best practices.
• Process Improvements: Identify and implement enhancements to maximize team productivity and operational efficiency.
• Trade Adjustments & Alerts: Assist with trade adjustments and operational alert responses.
• Service Level Management: Ensure timely execution of delegated reports and requests to meet service expectations, escalating issues as needed.

Additional Responsibilities

• Support special projects such as new recruit onboarding and digital engagement initiatives.
• Serve as a resource for Sales, Service, Risk, and Home Office partners on behalf of Service Managers.

Qualifications & Requirements

• Education: High School Diploma or Equivalency; college degree preferred.
• Licenses: Series 7 (GS), Series 9 & 10 (SU), Series 66 (AG/RA) or Series 63 (AG), Series 65 (RA) active.
• Experience: Minimum 2 years industry experience required (5+ years recommended). Demonstrated strong performance over the past 2 years is a plus.
• Skills & Competencies: Bilingual in Spanish/English or trilingual in Spanish/Portuguese/English, supervisory decision-making, excellent communication, strong attention to detail, prioritization, issue resolution, leadership, organizational skills, and conflict management.

Reporting To

Service Manager

What Morgan Stanley Offers

At Morgan Stanley, we pride ourselves on excellence, integrity, and innovation. With over 89 years of history, our core values—putting clients first, doing the right thing, leading with ideas, fostering diversity and inclusion, and giving back—guide everything we do. Join us to work alongside talented professionals in an empowering environment that fosters growth and opportunity.

Equality & Diversity Commitment

The firm is dedicated to providing equal employment opportunities without discrimination or harassment based on race, color, religion, age, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or other protected characteristics. Morgan Stanley is an equal opportunity employer (M/F/Disability/Vet).