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Service Associate - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Tulsa, Oklahoma |
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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