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To help these companies imaginative and prescient vision, and also the Association comes legitimate; Morgan Stanley will be open regarding fresh place seeing that Service Associate throughout Oak Brook begin as March 2017. Everybody who’s thinking about completing this kind of nonincome producing, you should engage in this particular Service Associate March 2017 recruitment within Oak Brook. It really is recommended to organize for all members, the many essential just for this employment recruitment method, to give for the reason that the method need someone with the appropriate standards, which the organization would like to through this situation. If you are, you a, you may load the options that you can try to see other information about Service Associate March 2017 in Oak Brook below.
Primarily responsible for daily operations, client service and complex support. The role is responsible for identifying and anticipating client, financial advisor and complex needs. Assist in problem solving, research and fielding questions for service related inquires. The Service Associate keeps the Complex Service Manager informed of significant matters and must determine when escalation is necessary.
S and RESPONSIBILITIES:
Serve as a resource to financial advisors and support staff and help identify items that need escalation
Act as a liaison between the complex branches and service departments
Assist with delegated report portal items by management. Learn and understand specific reports and action that must be taken.
Assist with Firm remediation projects for both service and risk
Monitor and respond to service portal requests
Review CDM escalations to service or risk management for approval
Assist in printing outgoing checks and preparing for clients
Process physical securities and deposits ensuring compliance with firm guidelines.
Prepare and process trade corrections, maintain necessary records for compliance.
Maintain required operations files (via appropriate recordkeeping method)
Review documents for accuracy and completeness prior to scanning
Sort and distribute mail.
Reconcile days work at close of business
Other projects as delegated by the Service and Risk team
Ensure compliance with Firm policies and procedures from and operational perspective
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Financial Industry experience preferred
High School Diploma/Equivalent required
College Degree Preferred
Strong attention to detail
Ability to organize and prioritize workflow
Ability to prioritize and resolve complex problems and escalate as necessary
Ability to interact with Support Staff and Financial Advisors
Complex Service Manager
EOE committed to diversifying its workforce.
If you are interested and qualified to follow the job recruitment, you have to prepare yourself and send your application letter immediately. Only candidates who meet the criteria for Service Associate in Oak Brook, Oak Brook who will be called to attend interview. If you still do not satisfy with our job recruitment information above, you can try to read other job recruitment information that we provide in our website which still located in Oak Brook region from any other company. You can also try to find other job recruitment information for Service Associate in Oak Brook below.
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