South Jordan, UT

Job Type
Full-Time Temporary

Pay Rate

5 Positions

The National New Accounts Service Professional serves as a subject matter expert and point of contact for Morgan Stanley branch personnel in regards to document questions (status of documents, review, and document updates). Inquiries include, but are not limited to general account maintenance including account opening and navigation. Additionally, the NNA Service Professional will be versed in Branch Scanning Procedures related to Document Status, Rejections, Scanning Errors, Scanner Operation and proper procedures for escalation of a variety of issues for process improvement.

Skills Required:

• Efficient written and oral communication skills
• Exceptional critical thinking skills
• Strong interpersonal and service skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Apply concepts to real life situations
• Teamwork as well as ability to work well individually
• Strong computer skills

Skills Desired:

• College degree preferred
• Possess general knowledge of financial markets

Apply With