Service Review Unit Associate
2 weeks ago• South Jordan, UT
Morgan Stanley seeks a professional to join the SRU as part of Wealth Management (Service Review Unit) as an SRU Associate. The SRU Associate will act as an extension of local branch management in the review and approval of both incoming and outgoing Expense Reimbursement requests and/or money/asset movement transactions. The SRU Associate will work with various systems to ensure the appropriate action of each transaction is taking place and aligned to MS Wealth Management policies and procedures. The SRU Associate will partner with their direct manager, Senior Associates, and/or Field Management to resolve issues while processing requests. They will abide by firm, department, and industry policies and procedures to prevent fraud, audit risks, uphold Morgan Stanley's policies, protect client's assets, and follow client instructions.
RESPONSIBILITIES
- Process expense and/or asset movement transactions daily in a que-based environment with a high-quality standard and meeting or exceeding expected production standards
- Provide world class customer service
- Work closely with Morgan Stanley branch employees, management, and/or other senior associates to make informed processing decisions
- Communicate with Senior Management and Branch Associates as needed
- Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions
- Apply risk approved policies and procedures to prevent client fraud and improve quality
- Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests
- Work on projects and technology pilots when appointed
- Other duties as assigned
Qualifications
- College preferred or equivalent experience
- High attention to detail and ability to read, learn, apply knowledge, and accept feedback regularly
- Ability to demonstrate success in previous roles
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, decision making skills, attention to detail and excellent follow up skills
- Experience using Microsoft suite (Teams, Office, Outlook, etc.)
- Ability to learn new systems and troubleshoot technology issues in a timely manner
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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).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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).
Client-provided location(s): South Jordan, UT
Job ID: Morgan-549793872741
Employment Type: FULL_TIME
Posted: 2025-09-20T18:34:34
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)