E*TRADE from Morgan Stanley · 19 hours ago
Service Associate - Part Time
Fresno, California, United States of America
Full-time, Part-time
Onsite
New Grad, Entry Level
$34K/yr - $90K/yrE*TRADE from Morgan Stanley is a leading financial services firm, and they are seeking a Service Associate to provide operational support and management functions. The role involves handling document maintenance, money movement, trade support, and ensuring compliance with firm policies and regulatory requirements.
BankingFinanceFinancial Services
Responsibilities
Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
Assist with processing of trade adjustments and responding to operational alerts
Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
Remedy and/or escalate service breaks to management team
Assist with special projects (e.g., recruit onboarding support)
Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)
Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
Organize and track progress against operational remediation projects
Qualification
Required
High School Diploma/Equivalency
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Preferred
College degree preferred
Industry experience is a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase