LogoFresh Jobs Ahead
Morgan Stanley
Morgan Stanley
Sponsor pentru viza H1BConsultanțăFinanțeFintech
Morgan Stanley este o companie globală de servicii financiare, ale cărei echipe activează în domenii precum administrarea averilor, servicii bancare de investiții, piețe de capital, vânzări și tranzacționare, cercetare și administrarea investițiilor. Fondată în 1935, compania oferă consultanță persoanelor fizice, instituțiilor și guvernelor cu privire la atragerea, gestionarea și distribuirea capitalului. Activitatea sa profesională include, de asemenea, soluții de investiții, analiza piețelor, investiții durabile și inițiative pentru sprijinirea diversității în întreaga organizație.
LinkedIn
Locurile de muncă ale companiei

Registered Client Service Associate - Morgan Stanley, Durango, CO

Supports Morgan Stanley financial advisors with client accounts, transactions, onboarding, and service requests. This full-time, onsite role also provides administrative and in-office coordination.

USStatele Unite ale AmericiiCOColorado
35.000 $ – 75.000 $ / an
La sediuNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • Support Financial Advisor teams with client service coverage
  • Build and strengthen relationships with new and existing clients
  • Process client- or Financial Advisor-requested money movement transactions
  • Respond to general non-investment account inquiries and provide balances and stock positions
  • Enter client profile data and pre-populate account documents in a clerical capacity
  • Guide clients through or enroll them in digital tools including MSOnline, eSign, and eAuthorization
  • Onboard and maintain client accounts by gathering client information and required documentation
  • Provide clients with account details, including investment objectives and risk tolerance
  • Accept unsolicited orders and enter solicited orders clerically under the direction of the Financial Advisor team
  • Contribute to the Financial Advisor teams’ marketing strategy, including website upkeep
  • Help Financial Advisor teams execute their business plans and client service models
  • Remain informed about policies, procedures, and newly introduced platforms
  • Take part in firm initiatives, training and education programs, special projects, and other assignments from local management
  • Handle inbound service calls and place outbound calls about service requests
  • Maintain calendars and coordinate meetings or events, including agendas, materials, and Zoom invitations
  • Prepare travel itineraries and expense reports and oversee reimbursement
  • Handle routine in-office tasks such as copying, filing, and scanning
  • Report to the Business Service Officer

Cerințe

  • High school diploma or equivalent
  • Active Series 7 (GS), plus Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
  • Knowledge of financial services products such as equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Advanced proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint
  • Strong attention to detail, organizational ability, and prioritization skills
  • Outstanding writing, interpersonal, and client service capabilities
  • Effective time management skills
  • Ability to work collaboratively
  • Comfort working in a fast-paced, changing environment
  • Ability to adapt and manage multiple tasks
  • Legal authorization to work in the United States
  • Must not require employment visa sponsorship now or in the future
  • College degree preferred
  • Two or more years of industry experience preferred

Beneficii

  • May qualify for an annual discretionary incentive compensation award
  • Access to the applicable business unit incentive compensation plan, which may include a discretionary bonus
  • Medical insurance
  • Prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life insurance
  • Disability and other insurance plans
  • Paid time off, including sick leave in accordance with state and local law
  • Parental leave
  • 10 vacation days per year
  • 10 paid holidays
  • 401(k) plan
  • Short- and long-term disability coverage
  • Additional special perks reserved for employees
  • Opportunities for internal mobility across the business

Locuri de muncă similare

NeuraFlash

Remote Salesforce Technical Architect — NeuraFlash

NeuraFlash
201 – 500 Angajați
Sponsor pentru viza H1BConsultanțăIndustria prelucrătoareMarketing
USStatele Unite ale Americii
87.400 $ – 266.300 $ / an
RemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăDezvoltator Salesforce
AWSAzureHerokuOracleVisualforce

Design reporting and dashboard solutions for NeuraFlash’s AI, AWS, and Salesforce consulting work. Advise customers and integrate enterprise platforms.

Deschide
General Dynamics Information Technology

Summer 2027 Project Management and Business Analyst Internship

General Dynamics Information Technology
Sponsor pentru viza H1BAsistență medicalăConsultanțăLogistică
USStatele Unite ale AmericiiMDMarylandVAVirginia
22 $ – 31 $ / oră
HibridNormă întreagăNivel începătorLimbă Obligatorie: englezăAnalist de afaceri
Tableau

Join GDIT as a paid business analyst intern, using data and metrics to assess processes and business decisions. Help develop technology solutions for government, defense, and intelligence clients.

Deschide
Trinidad Benham

IT Business Analyst III, Application Support

Trinidad Benham
1.001 – 5.000 Angajați
Alimente și băuturiAsigurăriAsistență medicală
USStatele Unite ale AmericiiCOColorado
100.000 $ – 115.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăAnalist de afaceri
AzureERPITSMServiceNowSQL

Lead ERP and business application analysis, testing, implementation, and support at employee-owned Trinidad Benham. Partner with operations, finance, and supply chain teams to improve business workflows.

Deschide
RELX

Business Analyst I, Remote (US)

RELX
Sponsor pentru viza de lucrător calificatAsigurăriAsistență medicalăConsultanță
USStatele Unite ale Americii
53.900 $ – 89.800 $ / an
RemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăAnalist de afaceri
SDLC

Support LexisNexis Risk Solutions’ VitalIQ government technology products by gathering requirements, documenting workflows, and testing application features. This entry-level role is remote across the United States.

Deschide
Universities of Wisconsin

Financial Aid Business Analyst, PeopleSoft

Universities of Wisconsin
Asistență medicalăConsultanțăEducație
USStatele Unite ale AmericiiWIWisconsin
64.279 $ – 68.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăAnalist de afaceri

Configure and support PeopleSoft financial aid systems at the University of Wisconsin–Green Bay, with responsibility for compliance, reporting, and issue resolution. Lead a team and improve processes while partnering with campus stakeholders.

Deschide