Mumbai City, Maharashtra, India · On-site
Service Analyst Team Manager Job Description POSITION SUMMARY The Service Analyst Team Manager will provide onsite leadership to a department responsible for supporting certain administrative and transactional tasks on b…
Skills: Leadership, Supervisory Experience, Interpersonal Skills, Client Service, Problem Solving
Mumbai City, Maharashtra, India · On-site
Company Profile:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve client…
Skills: Financial Analysis, Company Valuation, Financial Modeling, Microsoft Excel, Microsoft PowerPoint
Alpharetta, Georgia, United States · Hybrid
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Project Management, Scaled Agile, SQL, Business Analysis, System Analysis
Houston, Texas, United States · On-site
Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular inte…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
Naples, Florida, United States · On-site
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the …
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
New York, New York, United States · On-site
$34k–$90k/yr
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interacti…
Skills: Client Service, Money Movement Transactions, Account Onboarding, Microsoft Office, Time Management
Palo Alto, California, United States · On-site
$75k–$125k/yr
Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through reg…
Skills: Client Relationship Management, Financial Planning, Digital Marketing, Portfolio Holdings, Interpersonal Skills
San Antonio, Texas, United States · On-site
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the …
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
New York, New York, United States · On-site
$225k–$250k/yr
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of …
Skills: Growth Equity, Deal Execution, Underwriting, Due Diligence, Valuation Framework
New York, New York, United States · On-site
$120k–$210k/yr
About the Team Strategic Client Management (SCM) is responsible for creating strategic partnerships across Morgan Stanley's Wealth Management and Institutional businesses, identifying opportunities to deepen client relat…
Skills: Project Management, Client Relationship Management, IPO Execution, Equity Capital Markets, Investment Banking
New York, New York, United States · On-site
$34k–$90k/yr
Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cli…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
San Antonio, Texas, United States · On-site
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the …
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
Kingston, New York, United States · On-site
$35k–$90k/yr
Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of busin…
Skills: Client Relationship Management, Financial Planning, Risk Assessment, Microsoft Office, Interpersonal Communication
Glens Falls, New York, United States · On-site
$90k–$130k/yr
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service…
Skills: Client Relationship Management, Financial Planning, Digital Marketing, Portfolio Management, MS Excel
Purchase, New York, United States · On-site
$115k–$190k/yr
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide incl…
Skills: Strategic Thinking, Financial Modeling, Data Analysis, Corporate Finance, Accounting
Purchase, New York, United States · On-site
$90k–$130k/yr
Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total…
Skills: Portfolio Management, Capital Allocation, Financial Analysis, Strategic Thinking, Collaboration
Glens Falls, New York, United States · On-site
$90k–$130k/yr
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service…
Skills: Leadership, Financial Services Knowledge, MS Excel, MS Office, Client Service
Aventura, Florida, United States · On-site
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business thro…
Skills: Bilingual Spanish/English, Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment
San Francisco, California, United States · On-site
$35k–$90k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Charlottesville, Virginia, United States · On-site
$105k–$190k/yr
POSITION SUMMARY The Resident Managers primary focus is to drive revenue and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent l…
Skills: Client Relationship Management, Fiscal Management, Personnel Management, Risk Management, Team Leadership
Mumbai City, Maharashtra, India • On-site
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Provide onsite leadership and supervision to a service analyst team supporting administrative and transactional tasks for wealth management professionals. Responsibilities include managing performance, recruiting new members, and optimizing team efficiency and productivity.
Requires at least 10 years of relevant work experience and strong leadership or supervisory capabilities. Candidates must possess excellent communication skills and proficiency in Microsoft Office.
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
