Equity & Options Trade Support Associate jobs in United States
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Morgan Stanley · 7 hours ago

Equity & Options Trade Support Associate

positionSouth Jordan, UT
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help clients achieve their financial goals. The Equity & Options Trade Support Associate will provide critical support to clients and financial advisors, handling trade inquiries, resolving cases, and ensuring accurate processing of trades.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries
Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner
Investigate and support trade corrections, account inquiries, and execution issues
Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements
Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues
Maintain a strong understanding of market mechanics, trading regulations, and firm policies
Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors
Identify and escalate trends or process gaps that may require enhancements or additional training
Support projects, process improvements, and user acceptance testing as needed

Qualification

EquityOptions knowledgeCustomer service experienceMicrosoft Office proficiencyCommunication skillsProblem-solving skillsAttention to detailHandle pressureTeam collaboration

Required

Bachelor's degree in Finance, Business, or a related field preferred
1-3 years of experience in customer service, financial services or a trade support environment
Excellent communication skills, both verbal and written
Demonstrated attention to detail and commitment to delivering high-quality work
Ability to handle high call volumes while maintaining professionalism and accuracy
Proven problem-solving skills with the ability to work independently and under pressure
Proficiency with Microsoft Office

Benefits

Exposure to fast-paced equity, ETF, and options markets.
A collaborative and supportive team environment.
Opportunities for career growth and professional development.
A chance to directly impact the firm's regulatory compliance and client experience in Wealth Management.
Some of the most attractive and comprehensive employee benefits and perks in the industry.

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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