As a New Accounts Service Associate, you will be the first point of contact for branch teams, providing expert guidance and support on account opening and maintenance. This role is ideal for someone who thrives in a fast-paced, phone-based environment and is passionate about delivering exceptional service while ensuring compliance with firm standards.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:
-Support Branch Teams: Handle inbound calls related to account onboarding, documentation, and maintenance.

- Ensure Accuracy: Review and process account documentation, providing timely updates and corrections.
- Maintain Compliance: Adhere to firm policies and regulatory requirements, including the USA Patriot Act.
- Client Identification Support (Level II): Provide support for documentation requirement
- Deliver Exceptional Service: Resolve inquiries promptly and professionally, building trust with internal clients.
Collaborate & Learn: Partner with colleagues and stay informed on evolving policies and systems

What We're Looking For
- Strong verbal and written communication skills.
- Ability to work effectively in a 100% phone-based environment.
- Critical thinking and problem-solving skills.
- Proficiency in MS Office (Outlook, Excel, Word, PowerPoint).
- High level of professionalism, adaptability, and accountability.
Preferred:
- College degree or equivalent experience.
- Customer service experience in financial services.
- General knowledge of financial markets and AML/KYC regulations.


Why Join Us?
You'll be part of a team that values your contributions, invests in your development, and provides opportunities to make an impact. If you're ready to bring your skills and passion to a role that supports our branches and clients, we'd love to hear from you.
- At least 2 years' relevant experience would generally be expected to find the skills required for this role

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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).