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Company Name : Morgan Stanley
Location : South Jordan, UT
Position : Service Review Associate (SRU)
Job Description : Service Review Associate (SRU)
Job Number: 3206218
POSTING DATE: Mar 15, 2022
PRIMARY LOCATION: Americas-United States of America-Utah-South Jordan
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt
DESCRIPTION
The Service Review Unit (SRU) Associate will work closely with Regional and complex teams in addition to internal departments to provide support through various systems to ensure disbursement activity has been appropriately approved. Work with SRU Regional leaders to resolve issues encountered during disbursement request processing. A SRU Associate will report directly to a Regional Leader.
Responsibilities Include:
Review & Approve disbursement requests to ensure completion in a timely manner.
Meet appropriate timelines within expectations for requests from Regional Interface inquiries and follow up within that time frame.
Research and resolve problems with a timely manner.
Ability to handle a high volume of requests in a fast-paced environment.
Use of Morgan Stanley systems.
Provide world class customer service in all interactions.
Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
Keep current on SEC/FINRA, Compliance and Firm policy and procedural guidelines and apply to review processing and all interactions to ensure risk mitigation.
Participate in projects and/or remediation efforts as needed including pilot programs.
Other duties as assigned
QUALIFICATIONS
College preferred or equivalent experience
1-3 years industry experience preferred
Basic knowledge of Morgan Stanley systems and procedures
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate -Strong computer skills including Microsoft Suite.
Be self-motivated and able to work in a strong team and high activity environment
his role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
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