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Morgan Stanley

Morgan Stanley

64 jobs near Columbus, OH

Morgan Stanley

SRU Accounts Team Specialist

Columbus, OH · On-site

$14 - $19.25/hr

Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. * Participate ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

SRU Accounts Team Specialist

Columbus, OH · On-site

$14 - $19.25/hr

Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. * Participate ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Branch Administrator

Columbus, OH

... Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Branch Administrator

Columbus, OH · On-site

... Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Corporate Lending associate

New York, NY · On-site

Morgan Stanley Credit Risk Management (CRM) seeks an Associate with three to five years of relevant experience. The specific position is within CRM's team covering multiple C&I sectors in the United ...

Morgan Stanley

Corporate Lending associate

New York, NY · On-site

Morgan Stanley Credit Risk Management (CRM) seeks an Associate with three to five years of relevant experience. The specific position is within CRM's team covering multiple C&I sectors in the United ...

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SRU Accounts Team Specialist

Morgan Stanley

Columbus, OH • On-site

$14 - $19.25/hr

Full-time

Re-posted 6 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 152 rated financial services

Job description

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.

Key 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.

Qualifications:

  • 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.

Why Join Us?

  • Opportunity to work with a leading firm
  • Supportive and inclusive work culture.
  • Opportunities for professional development and growth.
  • Competitive salary and benefits package.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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