SRU Accounts Team Specialist jobs in United States
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Morgan Stanley ยท 2 weeks ago

SRU Accounts Team Specialist

positionColumbus, OH
timeFull-time
remoteOnsite
senioritySenior Level

Morgan Stanley is a leading firm committed to excellence and client service. The Accounts Team Specialist role involves ensuring smooth processing of New Accounts and Account Modifications while providing exceptional customer service and adhering to compliance standards.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Review and approve New Accounts and Account Modification requests
Provide exceptional customer service to internal partners
Research and resolve issues and deficiencies efficiently
Ensure timely follow-up and resolution of inquiries
Manage a high volume of requests in a fast-paced environment
Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards
Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation
Participate in projects and remediation efforts as needed

Qualification

FINRA Series 9/10FINRA Series 4Client service skillsWritten communicationVerbal communicationThrive in dynamic environmentInterpersonal skills

Required

FINRA Series 9/10 or Series 4 and 24 required
Excellent interpersonal and client service skills
Strong written and verbal communication skills
Ability to thrive in a dynamic and fast-paced environment

Benefits

Competitive salary and benefits package
Comprehensive employee benefits and perks

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

H1B Sponsorship

Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)

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Company data provided by crunchbase