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Service Associate - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Fort Worth, Texas |
About this job
POSITION SUMMARY:
Provide fundamental client support in all phases of operational service and account maintenance. Provide daily processing support for transaction business request to support the internal and external client.
DUT I E S and RESPONSIBILITIES:
· Review new account forms for accuracy and completeness.
· Distribute new account documents and required notifications to clients.
· Accurately transmit and receive administrative messages and other communications between the branch and New York Departments, Exchanges, and other branch offices.
· Process securities, ensuring good delivery and accurate processing. Process checks for Management signature.
· Prepare and process trade corrections, maintain necessary records for compliance and perform weekly follow-up on missing documents.
· Assist Financial Advisors and support staff with questions regarding documentation and account title formatting.
· Maintain account files, keep filing of documents current.
· Maintain file for order tickets, by month.
· Maintain accurate records for securities and transfers.
· Process account transfers and follow-up on status of transfer requests. Scan and fax documents; sort and distribute mail.
· Cooperate with branch cross-training requirements
· Advise Management and Financial Advisors of money and securities due each morning.
· Verify Trade Confirmations report at the start of day against previous days order tickets.
· Provide daily inventory of securities, ensuring compliance with regulations.
· Evaluate margin requirements and advise Management and Financial Advisor of necessary responses.
· Prepare monthly reports (Monthly Insurance, Prepayment, etc.) Distribute messages to proper individuals.
· Organize days work at close of business, for Management signature/approval.
Education and/or E x perience
· High School Diploma/Equivalency.
· Industry experience is a plus.
Ot her Qualifications
· Be authorized to work in the U.S. without restriction as to duration.
· Pass a background check.
· Pass any applicable pre-employment tests.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.
Provide fundamental client support in all phases of operational service and account maintenance. Provide daily processing support for transaction business request to support the internal and external client.
DUT I E S and RESPONSIBILITIES:
· Review new account forms for accuracy and completeness.
· Distribute new account documents and required notifications to clients.
· Accurately transmit and receive administrative messages and other communications between the branch and New York Departments, Exchanges, and other branch offices.
· Process securities, ensuring good delivery and accurate processing. Process checks for Management signature.
· Prepare and process trade corrections, maintain necessary records for compliance and perform weekly follow-up on missing documents.
· Assist Financial Advisors and support staff with questions regarding documentation and account title formatting.
· Maintain account files, keep filing of documents current.
· Maintain file for order tickets, by month.
· Maintain accurate records for securities and transfers.
· Process account transfers and follow-up on status of transfer requests. Scan and fax documents; sort and distribute mail.
· Cooperate with branch cross-training requirements
· Advise Management and Financial Advisors of money and securities due each morning.
· Verify Trade Confirmations report at the start of day against previous days order tickets.
· Provide daily inventory of securities, ensuring compliance with regulations.
· Evaluate margin requirements and advise Management and Financial Advisor of necessary responses.
· Prepare monthly reports (Monthly Insurance, Prepayment, etc.) Distribute messages to proper individuals.
· Organize days work at close of business, for Management signature/approval.
Education and/or E x perience
· High School Diploma/Equivalency.
· Industry experience is a plus.
Ot her Qualifications
· Be authorized to work in the U.S. without restriction as to duration.
· Pass a background check.
· Pass any applicable pre-employment tests.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.
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