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Registered Client Service Associate** at Morgan Stanley
Boston, Massachusetts, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Financial Services Knowledge, Communication Skills, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with advanced Microsoft Office skills and strong interpersonal abilities.
Experience Required
Minimum 2 year(s)
Finance Data Governance Project Lead at Morgan Stanley
Budapest, Central Hungary, Hungary - Full Time
Skills Needed
Data Governance, Project Management, Financial Analysis, Documentation, Communication, Data Quality, Microsoft Office, Business Analysis, Finance Processes, Regulatory Reporting, Agile Transformation, Metadata Management, Presentation Skills, Stakeholder Management, Testing, Collaboration
Specialization
Candidates should have relevant experience as a Business Analyst in finance, with a strong understanding of finance functions and regulatory reporting. Excellent organizational, communication skills, and proficiency in Microsoft Office are essential.
Experience Required
Minimum 5 year(s)
Registered Client Service Associate at Morgan Stanley
Las Vegas, Nevada, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Collaboration, Detail Oriented, Financial Services Knowledge, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Internal Audit Associate - Institutional Securities Group Technology at Morgan Stanley
New York, New York, United States - Full Time
Skills Needed
Audit Principles, Risk Management, Governance Systems, Data Analysis, Stakeholder Communication, Inclusive Behaviors
Specialization
Candidates should have a strong understanding of audit principles and relevant business regulations. At least 4 years of relevant experience is generally expected for this role.
Experience Required
Minimum 5 year(s)
Syndicate Operations - GCM Trade Support Associate at Morgan Stanley
, Hong Kong, China - Full Time
Skills Needed
Client Liaison, Deal Management, Risk Management, Organizational Skills, Attention To Detail, Teamwork, Communication Skills, Leadership Skills, Equity Settlements, Process Improvements, Judgment, Escalation, Relationship Building, Motivation, Time Management, Problem Solving
Specialization
Candidates should have at least 2 years of relevant experience and a strong understanding of transaction risks. Excellent communication skills and the ability to manage multiple tasks under pressure are essential.
Experience Required
Minimum 2 year(s)
Middle Office Data Engineering and Quality_Director_Core Services at Morgan Stanley
Mumbai, maharashtra, India - Full Time
Skills Needed
Data Quality, Data Management, Investment Operations, Data Governance, Data Validation, Data Cleansing, Investment Management, Trade Lifecycle, Financial Products, Process Improvements, Data Quality Tools, Business Intelligence, Analytical Skills, Root Cause Analysis, Kpi Dashboards, Exception Reporting
Specialization
A BS/BA degree is required along with 7+ years of experience in Investment Operations or Data Management. Candidates should have a strong understanding of data quality principles and experience with data quality tools and business intelligence tools.
Experience Required
Minimum 5 year(s)
Registered Client Service Associate at Morgan Stanley
San Diego, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Boca Raton, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Client Reports, Marketing Strategy, Administrative Duties, Bilingual, Series 7, Series 66, Detail Oriented, Organizational Skills, Team Player, Financial Services Knowledge, Computer Skills
Specialization
Candidates should have a high school diploma, with a college degree preferred, and two or more years of industry experience. They must also possess active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Business Service Officer at Morgan Stanley
Beverly Hills, California, United States - Full Time
Skills Needed
People Management, Communication, Leadership, Coaching, Conflict Resolution, Organizational Skills, Time Management, Attention To Detail, Strategic Thinking, Talent Development, Relationship Management, Diversity And Inclusion, Performance Management, Client Service, Budget Management, Problem Solving
Specialization
A bachelor's degree is required along with previous industry experience and active relevant licenses. Strong communication skills and leadership capabilities are essential for this role.
Experience Required
Minimum 5 year(s)
Branch Manager, Producing at Morgan Stanley
Stillwater, Minnesota, United States - Full Time
Skills Needed
Client Service, Team Building, Leadership, Sales, Marketing, Communication, Risk Management, Recruitment, Financial Management, Compliance, Critical Thinking, Attention To Detail, Project Management, Relationship Building, Coaching, Mentoring
Specialization
Candidates must have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in comparable branch management. Active licenses such as Series 7, 8, and 66 are required.
Experience Required
Minimum 5 year(s)
Branch Manager, Producing at Morgan Stanley
Fargo, North Dakota, United States - Full Time
Skills Needed
Client Service, Team Building, Leadership, Sales, Marketing, Risk Management, Communication, Critical Thinking, Detail Orientation, Project Management, Recruitment, Financial Advisory, Compliance, Business Ethics, Diversity, Coaching
Specialization
Candidates must have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in a comparable management role. Active licenses such as Series 7, 8, and 66 are required.
Experience Required
Minimum 5 year(s)
Axiom Configuration Specialist_Software Engineering at Morgan Stanley
Mumbai City, maharashtra, India - Full Time
Skills Needed
Axiom Cv9/10, Database Development, Sql, Data Modelling, Stored Procedures, Etl Programming, Data Engineering, Informatica, Job Scheduler Tools, Autosys, Unix, Regulatory Requirements, Java, Scala, Python, Spark Framework, Problem Solving
Specialization
The role requires 1+ years of Axiom experience, 4 years in database development, and familiarity with ETL programming. A strong interest in finance and data analysis, along with advanced problem-solving skills, is also essential.
Experience Required
Minimum 5 year(s)
Service Associate at Morgan Stanley
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Document Management, Quality Reviews, Scanning, Electronic Filing, Mail Distribution, Money Movement, Trade Adjustments, Operational Alerts, Audit Preparedness, Compliance, Organizational Skills, Team Collaboration, Fast Paced Environment, Microsoft Office, Detail Orientation, Administrative Duties
Specialization
Candidates should have a high school diploma and strong computer skills, particularly in Microsoft Office. Attention to detail, organizational skills, and the ability to work in a fast-paced environment are essential.
Registered Client Service Associate at Morgan Stanley
Pasadena, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Detail Oriented
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
West Palm Beach, Florida, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Pensacola, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Organizational Skills, Team Collaboration, Detail Oriented, Interpersonal Skills, Microsoft Office, Client Service, Marketing Strategy, Administrative Duties, Financial Services Knowledge, Problem Solving, Self Motivated
Specialization
Candidates should have an active Series 7 and Series 66 or Series 63 and 65 licenses, along with two or more years of industry experience. A high school diploma is required, while a college degree is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Business Analyst / Automation_Associate_Change, Analytics & Strategy at Morgan Stanley
, , India - Full Time
Skills Needed
Automation, Analytics, Strategy, Process Management, Project Management, Problem Solving, Communication, Collaboration, Technical Knowledge, Data Analysis, Financial Services, Agile Methodologies, Regulatory Compliance, Workflow Efficiency, Client Relationship Management, Risk Management
Specialization
Candidates should have 2+ years of experience in program/project management or process engineering, with strong analytical skills and technical knowledge. Familiarity with automation tools such as PowerBI, UIPath, and SQL is preferred.
Experience Required
Minimum 2 year(s)
Associate Service Manager at Morgan Stanley
Melville, New York, United States - Full Time
Skills Needed
Leadership, Operational Support, Training, Client Relationship Management, Compliance, Problem Solving, Attention To Detail, Communication, Organizational Skills, Time Management, Conflict Resolution, Process Improvement, Team Management, Audit Readiness, Digital Solutions, Service Management
Specialization
Candidates should have a high school diploma, with a college degree preferred, and at least 2 years of industry experience. Active Series 7, 9, 10, and 66 or 63 and 65 licenses are required, along with strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Registered Client Relationship Analyst at Morgan Stanley
Orland Park, Illinois, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience, Adaptability
Specialization
Candidates must have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Client Beneficiary Service - Associate at Morgan Stanley
Columbus, Ohio, United States - Full Time
Skills Needed
Client Service, Relationship Management, Financial Transactions, Process Improvement, Problem Solving, Communication, Empathy, Research, Documentation, Team Collaboration, Risk Management, Knowledge Sharing, Project Participation, Client Support, Estate Knowledge, Trusts Knowledge
Specialization
Candidates should have 3-4 years of experience in the financial services industry, particularly in client service interactions and knowledge of estates and trusts. A college degree is preferred, and the ability to manage client relationships effectively is essential.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate** at Morgan Stanley
Boston, Massachusetts, United States -
Full Time

Start Date

Immediate

Expiry Date

05 Apr, 26

Salary

90000.0

Posted On

05 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Financial Services Knowledge, Communication Skills, Goal Oriented, Self-Motivated, Results Driven

Industry

Financial Services

Description
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer 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. Expected base pay rates for the role will be between $31,200 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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).
Responsibilities
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis. They assist clients with transactions, account information, and marketing strategies while maintaining strong client relationships.
Registered Client Service Associate** at Morgan Stanley
Boston, Massachusetts, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Financial Services Knowledge, Communication Skills, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with advanced Microsoft Office skills and strong interpersonal abilities.
Experience Required
Minimum 2 year(s)
Finance Data Governance Project Lead at Morgan Stanley
Budapest, Central Hungary, Hungary - Full Time
Skills Needed
Data Governance, Project Management, Financial Analysis, Documentation, Communication, Data Quality, Microsoft Office, Business Analysis, Finance Processes, Regulatory Reporting, Agile Transformation, Metadata Management, Presentation Skills, Stakeholder Management, Testing, Collaboration
Specialization
Candidates should have relevant experience as a Business Analyst in finance, with a strong understanding of finance functions and regulatory reporting. Excellent organizational, communication skills, and proficiency in Microsoft Office are essential.
Experience Required
Minimum 5 year(s)
Registered Client Service Associate at Morgan Stanley
Las Vegas, Nevada, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Collaboration, Detail Oriented, Financial Services Knowledge, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Internal Audit Associate - Institutional Securities Group Technology at Morgan Stanley
New York, New York, United States - Full Time
Skills Needed
Audit Principles, Risk Management, Governance Systems, Data Analysis, Stakeholder Communication, Inclusive Behaviors
Specialization
Candidates should have a strong understanding of audit principles and relevant business regulations. At least 4 years of relevant experience is generally expected for this role.
Experience Required
Minimum 5 year(s)
Syndicate Operations - GCM Trade Support Associate at Morgan Stanley
, Hong Kong, China - Full Time
Skills Needed
Client Liaison, Deal Management, Risk Management, Organizational Skills, Attention To Detail, Teamwork, Communication Skills, Leadership Skills, Equity Settlements, Process Improvements, Judgment, Escalation, Relationship Building, Motivation, Time Management, Problem Solving
Specialization
Candidates should have at least 2 years of relevant experience and a strong understanding of transaction risks. Excellent communication skills and the ability to manage multiple tasks under pressure are essential.
Experience Required
Minimum 2 year(s)
Middle Office Data Engineering and Quality_Director_Core Services at Morgan Stanley
Mumbai, maharashtra, India - Full Time
Skills Needed
Data Quality, Data Management, Investment Operations, Data Governance, Data Validation, Data Cleansing, Investment Management, Trade Lifecycle, Financial Products, Process Improvements, Data Quality Tools, Business Intelligence, Analytical Skills, Root Cause Analysis, Kpi Dashboards, Exception Reporting
Specialization
A BS/BA degree is required along with 7+ years of experience in Investment Operations or Data Management. Candidates should have a strong understanding of data quality principles and experience with data quality tools and business intelligence tools.
Experience Required
Minimum 5 year(s)
Registered Client Service Associate at Morgan Stanley
San Diego, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Boca Raton, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Client Reports, Marketing Strategy, Administrative Duties, Bilingual, Series 7, Series 66, Detail Oriented, Organizational Skills, Team Player, Financial Services Knowledge, Computer Skills
Specialization
Candidates should have a high school diploma, with a college degree preferred, and two or more years of industry experience. They must also possess active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Business Service Officer at Morgan Stanley
Beverly Hills, California, United States - Full Time
Skills Needed
People Management, Communication, Leadership, Coaching, Conflict Resolution, Organizational Skills, Time Management, Attention To Detail, Strategic Thinking, Talent Development, Relationship Management, Diversity And Inclusion, Performance Management, Client Service, Budget Management, Problem Solving
Specialization
A bachelor's degree is required along with previous industry experience and active relevant licenses. Strong communication skills and leadership capabilities are essential for this role.
Experience Required
Minimum 5 year(s)
Branch Manager, Producing at Morgan Stanley
Stillwater, Minnesota, United States - Full Time
Skills Needed
Client Service, Team Building, Leadership, Sales, Marketing, Communication, Risk Management, Recruitment, Financial Management, Compliance, Critical Thinking, Attention To Detail, Project Management, Relationship Building, Coaching, Mentoring
Specialization
Candidates must have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in comparable branch management. Active licenses such as Series 7, 8, and 66 are required.
Experience Required
Minimum 5 year(s)
Branch Manager, Producing at Morgan Stanley
Fargo, North Dakota, United States - Full Time
Skills Needed
Client Service, Team Building, Leadership, Sales, Marketing, Risk Management, Communication, Critical Thinking, Detail Orientation, Project Management, Recruitment, Financial Advisory, Compliance, Business Ethics, Diversity, Coaching
Specialization
Candidates must have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in a comparable management role. Active licenses such as Series 7, 8, and 66 are required.
Experience Required
Minimum 5 year(s)
Axiom Configuration Specialist_Software Engineering at Morgan Stanley
Mumbai City, maharashtra, India - Full Time
Skills Needed
Axiom Cv9/10, Database Development, Sql, Data Modelling, Stored Procedures, Etl Programming, Data Engineering, Informatica, Job Scheduler Tools, Autosys, Unix, Regulatory Requirements, Java, Scala, Python, Spark Framework, Problem Solving
Specialization
The role requires 1+ years of Axiom experience, 4 years in database development, and familiarity with ETL programming. A strong interest in finance and data analysis, along with advanced problem-solving skills, is also essential.
Experience Required
Minimum 5 year(s)
Service Associate at Morgan Stanley
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Document Management, Quality Reviews, Scanning, Electronic Filing, Mail Distribution, Money Movement, Trade Adjustments, Operational Alerts, Audit Preparedness, Compliance, Organizational Skills, Team Collaboration, Fast Paced Environment, Microsoft Office, Detail Orientation, Administrative Duties
Specialization
Candidates should have a high school diploma and strong computer skills, particularly in Microsoft Office. Attention to detail, organizational skills, and the ability to work in a fast-paced environment are essential.
Registered Client Service Associate at Morgan Stanley
Pasadena, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Detail Oriented
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
West Palm Beach, Florida, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Pensacola, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Organizational Skills, Team Collaboration, Detail Oriented, Interpersonal Skills, Microsoft Office, Client Service, Marketing Strategy, Administrative Duties, Financial Services Knowledge, Problem Solving, Self Motivated
Specialization
Candidates should have an active Series 7 and Series 66 or Series 63 and 65 licenses, along with two or more years of industry experience. A high school diploma is required, while a college degree is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Business Analyst / Automation_Associate_Change, Analytics & Strategy at Morgan Stanley
, , India - Full Time
Skills Needed
Automation, Analytics, Strategy, Process Management, Project Management, Problem Solving, Communication, Collaboration, Technical Knowledge, Data Analysis, Financial Services, Agile Methodologies, Regulatory Compliance, Workflow Efficiency, Client Relationship Management, Risk Management
Specialization
Candidates should have 2+ years of experience in program/project management or process engineering, with strong analytical skills and technical knowledge. Familiarity with automation tools such as PowerBI, UIPath, and SQL is preferred.
Experience Required
Minimum 2 year(s)
Associate Service Manager at Morgan Stanley
Melville, New York, United States - Full Time
Skills Needed
Leadership, Operational Support, Training, Client Relationship Management, Compliance, Problem Solving, Attention To Detail, Communication, Organizational Skills, Time Management, Conflict Resolution, Process Improvement, Team Management, Audit Readiness, Digital Solutions, Service Management
Specialization
Candidates should have a high school diploma, with a college degree preferred, and at least 2 years of industry experience. Active Series 7, 9, 10, and 66 or 63 and 65 licenses are required, along with strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Registered Client Relationship Analyst at Morgan Stanley
Orland Park, Illinois, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience, Adaptability
Specialization
Candidates must have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Client Beneficiary Service - Associate at Morgan Stanley
Columbus, Ohio, United States - Full Time
Skills Needed
Client Service, Relationship Management, Financial Transactions, Process Improvement, Problem Solving, Communication, Empathy, Research, Documentation, Team Collaboration, Risk Management, Knowledge Sharing, Project Participation, Client Support, Estate Knowledge, Trusts Knowledge
Specialization
Candidates should have 3-4 years of experience in the financial services industry, particularly in client service interactions and knowledge of estates and trusts. A college degree is preferred, and the ability to manage client relationships effectively is essential.
Experience Required
Minimum 2 year(s)