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POSITION SUMMARY: The Registered Service Associate enhances the client ...
Details
Summary
About the job:
experience and must maintain a high level of client service and branch support. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters as necessary. In order to perform daily business practices, the Registered Service Associate is required to have active Series 7 and 66 (or 63 and 65) Licenses. DUT I E S and RESPONSIBILITIES: -...
Location:
Pepper Pike, OH
Job Type:
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Receptionist

POSITION SUMMARY: Cordially and professionally answer incoming calls; greet ...
Details
Summary
About the job:
visitors and direct clients and visitors to appropriate individuals. Provide some additional clerical assistance to complex or branch, at direction of Management. DUT I E S and RESPONSIBILITIES: · Answer incoming calls in cordial, professional and timely manner. Transfer calls to appropriate individuals. · Take accurate, thorough messages. · Greet clients and visitors to office with warmth and professionalism. · Perform other responsibilities as directed by the Complex / Branch Manager, e.g., filing, maintaining...
Location:
Pepper Pike, OH
Job Type:
Full-Time
Permanent
Occupation:
Receptionists and Information Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
Company Profile Morgan Stanley is a leading global financial services firm ...
Details
Summary
About the job:
providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Accountants
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
This resource will provide on-site technology support to the Wealth Mgmt ...
Details
Summary
About the job:
Call Center staff and nearby WM Branch Offices. Principal duties and responsibilities are listed below. - Provide on-site technical support for desktops and peripherals - Physically set up computers and software system installation - Perform desktop hardware moves and changes - Record and manage all incidents and requests in ticket-tracking system - Ensure timely resolution of issues by acquiring necessary information to best measure impact to the customer - Proactively inform management of trends, significant problems...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Computer User Support Specialists
Career Level / Education:
Associate's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Company Profile Morgan Stanley is a leading global financial services firm ...
Details
Summary
About the job:
providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a...
Location:
Columbus, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
*Company Profile* Morgan Stanley is a leading global financial services firm ...
Details
Summary
About the job:
providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career -...
Location:
Columbus, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
POSITION SUMMARY: The Registered Associate enhances the client experience by ...
Details
Summary
About the job:
providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Registered Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order to perform daily business activities, the Registered Associate is required to have passed FINRA's Securities...
Location:
Columbus, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
*Company Profile* Morgan Stanley is a leading global financial services firm ...
Details
Summary
About the job:
providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career -...
Location:
Columbus, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
*POSITION SUMMARY:* The Institutional Consulting Associate is a ...
Details
Summary
About the job:
client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Institutional Consulting Associate partners with team members to address the specific needs and service issues of clients in order to cultivate existing client relationships. *DUTIES and RESPONSIBILITIES:* * Independently improves and streamlines the service model and operational procedures for the team * Coordinates resolution of complex issues/concerns received from the institutional client with input...
Location:
Cincinnati, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
Certified Public Accountant
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
POSITION SUMMARY: The Client Service Associate enhances the client ...
Details
Summary
About the job:
experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUT I E S and RESPONSIBILITIES: - Maintain existing client relationships through the processing of client...
Location:
Columbus, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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