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assistant account executive Jobs in New York

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client accounts administrator - et Jobs in New York

client accounts administrator - et

client management lead analyst Jobs in New York

client management lead analyst

client relationship manager Jobs in New York

client relationship manager

client accounts administrator et

DLA Piper

<div>DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let&rsquo;s see what we can achieve. Together.
Summary
The Client Accounts Administrator-ET, working in collaboration with and in support of the firm&rsquo;s strategic initiatives is expected to successfully manage the firm&rsquo;s top-tier billing portfolios based on defined support models to include highest volumes and fees for institutional, high-profile clients and attorneys. You will serve as proxy for regional supervisors as needed and are considered a subject-matter expert in the field of billing. You will represent the department by participating in client meetings and across groups and set and drive agendas impacting billing practices and processes. You will work with a team of support specialists within both Legal Support Services and Accounting teams to provide effective, streamlined billing and client account services to attorneys of the firm. You will be responsible for handling the most complex domestic and global billing clients. You will edit, proofread, finalize, and submit invoices to clients on a monthly billing cycle. You will research client billing data and provide detailed analysis to attorneys and support staff. As part of the team, you will provide and ensure a cohesive, full-cycle billing support solution to billing attorneys with complex domestic and international billing books. You will provide training and mentoring to other staff members on all billing procedures. 
Location
This position can sit in our New York, Atlanta, Baltimore, Boston, Tampa, Miami, Northern Virginia, Philadelphia, Raleigh, Short Hills, or Washington DC office and offers a hybrid work schedule. 
Responsibilities
US Clients
<ul><li>Expected to manage complex billing in terms of volumes, global clients, and electronic billing assignments.
</li><li>Performs a variety of duties to support the full billing cycle to include reviewing and editing prebills, seeking requisite approvals for deferrals, write-offs and time transfers.
</li><li>Fields billing inquiries. Tracks and resolves tickets assigned by the Accounting Service Desk on a daily basis. Meets SLA requirements for response and resolution.
</li><li>High level of proficiency in BillBlast and key electronic billing vendor sites, quality assurance prior to client invoice finalization, and root-cause analysis for electronic bill rejection. Pursues root-cause rejection resolution.
</li><li>Maintains an accurate description of all client billing requirements which may also include guidelines established by the client&rsquo;s general counsel. Updates and tracks changes to the requirements as necessary. Able to summarize and communicate to key stakeholders.
</li><li>Responsible for obtaining complex monthly reporting that may require collaboration with other teams. Reviews data for accuracy prior to submitting.
</li><li>Gathers and submits accrual information based on client requirements.
</li><li>Finalizes invoices and submits directly to the client (per policy) or provides to attorneys for transmission to the client (per approved exceptions to policy). Includes other billing information as needed.
</li><li>Submits finalized invoices electronically based on client requirements.
</li><li>Continuously strives to improve client service and deliverables. Utilizes knowledge of the legal industry to deliver appropriate solutions to the client.
</li><li>Shares expertise and knowledge to support team member development. Effectively engages with all team members.
</li><li>Able to proxy for or with manager when additional team support is required.
</li><li>Drives improvements through collaboration with other departments.
</li><li>Engages appropriate tools and resources provided to effectively deliver assignments and meet deadlines. Manages time efficiently.
</li><li>Other duties as assigned.
</li></ul>Global Clients
<ul><li>Coordinates and leads global client unified billing. This includes managing global client account assignments and performing all full-cycle billing functions associated with both the firm&rsquo;s and the client&rsquo;s billing requirements.
</li><li>Responsible for obtaining complex monthly reporting that may require collaboration with other teams. Reviews data for accuracy prior to submitting.
</li><li>Liaises directly, or via assigned team support, with international counterparts to obtain accurate accrual and forecasting information for monthly client reporting.
</li><li>Keeps U.S. Billing Timekeeper informed and follows up with international counterparts as required to ensure that engaged locations stay within budget and issues invoices timely. Initiates troubleshooting issues with finance counterparts as needed.
</li><li>Tracks and resolves tickets assigned by the Accounting Service Desk on a daily basis.
</li><li>Generates global client LEDES files for electronic billing based on client requirements.
</li></ul>Desired Skills
Strong communication and interpersonal skills required to interact with staff and timekeepers. Must be team-oriented and have ability to work effectively and collaboratively in a fast-paced environment. Must be an accurate proofreader and have strong attention to detail. Ability to troubleshoot and resolve complex problems required. Must have proven analytical skills. Has ability to work independently and is able to take direction well. 
Minimum Education
<ul><li>High School Diploma or GED.
</li></ul>Preferred Education
 <ul><li>Bachelor's Degree in Accounting, Finance or similar field.
</li></ul>Minimum Years of Experience
<ul><li>5 years&rsquo; experience successfully managing high volume billing portfolios in a fast-paced environment. Must have an expert level of knowledge and experience with direct billing or client accounts (to include domestic, global and e-Billing) for a law or professional services organization required. Experience as a team lead preferred. Is considered a subject-matter expert. Strong computer skills including advanced proficiency in Excel and accounting system, such as Aderant. Requires proficiency in e-billing applications, such as Bill Blast or e-Billing Hub.
</li></ul>Essential Job Expectations
While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:
<ul><li>Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
</li><li>Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
</li><li>Provide timely, accurate, and quality work product.
</li><li>Successfully meet deadlines, expectations, and perform work duties as required.
</li><li>Foster positive work relationships.
</li><li>Comply with all firm policies and practices.
</li><li>Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed.
</li><li>Ability to work under pressure and manage competing demands in a fast-paced environment.
</li><li>Perform all other duties, tasks or projects as assigned. 
</li></ul>Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. 
Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. 
Work Environment
The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm&rsquo;s discretion in the future.
Disclaimer
The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm&rsquo;s discretion at any time. This job description does not change the at-will nature of employment.
 
 
Application Process
 
Applicants must apply directly online instead of sending application materials via email. 
 
Accommodation
Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact careers@us.dlapiper.com .
Agency applications will not be considered. 
No immigration sponsorship is available for this position.
 
 
The firm&rsquo;s expected hiring range for this position is $40.39-$61.55 per hour depending on the candidate&rsquo;s geographic market location. Non-exempt positions will be paid on an hourly basis and paid overtime in accordance with applicable laws.
The compensation offered for employment will also be dependent on other factors including the candidate&rsquo;s experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k).
#LI-SB1
#LI-Hybrid
DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job applicant poster viewing center .</div>

Client Accounts Administrator - ET

Hudson Gate Partners

<div>
 
 Hedge Fund Operations Associate Role-Growth-10 billion aun multi strategey-175-275k NYC
 
 
 
 
 
 Our client is a multistrategy hedge fund with a fmaily like culture that is growing and provides stability. They are looking for a smart operations canddiate from a bank, fund admin or hedge fund who can grow into a bigget role. Flat structure and very roll up your sleeves. Canddiates must know hedge fund operations and products.
 
 
 
 
 
 
 
 
 Role -Our client is seeking an analyst in support portfolio operations. The role will focus on such functions as trade settlements, trade allocations, securities originations and reconciliations to our Prime Brokers. The position will have exposure to globally traded securities, spanning multiple financial markets
 
 
 
 
 
 Key Accountabilities of the Role
 
 
 &middot; Ensure accurate booking of all trade and non-trade related activities daily at our client's Prime Brokerage and ISDA counterparts, Lindens internal shadow books and records and our official books and records held by our Administrator. These activities include daily trades, securities settlement, position and cash transfers, corporate actions, dividends, interest postings, paydowns and financing. Activities are across various asset classes.
 
 
 &middot; Processing of daily trades from trade blotter to internal records, counterparts, and administrator to ensuring accurate and timely booking.
 
 
 &middot; Processing of daily pricing internally to our client's Accounting system and ensuring accurate and timely distribution of our client&rsquo;s End of Day Profit and Loss summaries.
 
 
 &middot; Review daily Prime Broker cash and position reconciliations, identifying and resolving actionable items.
 
 
 &middot; Review of collateral shortfalls or excesses at ISDA counterparties.
 
 
 &middot; Confirming and settling OTC related settlements and activities.
 
 
 &middot; Reviewing security set ups for proper interest and financing accruals.
 
 
 &middot; Maintain working relationships with 10 Prime brokers and 25 OTC counterparts to facilitate the efficient processing and resolution of trade and non trade related inquiries.
 
 
 &middot; Work with potential new counterparts on new account setups, trade files and other distributions of information across necessary parties at both the administrator and internally.
 
 
 &middot; Communicate regularly with our client's teams on requests for information, such as front office traders, compliance, risk, accounting and investors relations.
 
 
 
 
 
 Prerequisite knowledge, skills and experience
 
 
 &middot; 5 years of experience in Hedge Fund Operations, including trade processing and settlements for listed and OTC securities and derivatives.
 
 
 &middot; Knowledge of various security types and how they function, including, Equities, Bonds, Convertible Bonds, Various types of Swaps, Forwards, Options, Warrants, Units and SPAC
 
 
 ortan
 
</div>

Hedge Fund Operations Associate-250k

White & Williams

<div>White and Williams LLP, a large multi-practice law firm, is seeking an associate with 3-5 years of experience in financial restructuring and insolvency related transactions and litigation matters, including chapter 11 bankruptcies and representation of secured creditors in commercial foreclosures and Article 9 sales. Admission to the NY bar is required and additional admission to the NJ and/or PA bar strongly preferred. Excellent opportunity for a hardworking professional to contribute to a fast-paced practice. All qualified candidates are encouraged to apply. EOE/M/F/D/V
 Requirements
3-5 years in bankruptcy and creditor&rsquo;s rights.
New York bar admission.
NJ and/or PA bar admission strongly preferred.
 Why Work at White and Williams?
People choose to work at White and Williams because they want to be a part of an ethical, fair and professional work environment. White and Williams strives to recruit and maintain a workforce of highly motivated individuals. Our employees are carefully trained and mentored to succeed. We enjoy a culture of open doors, first names and hard work! Our friendly, flexible and open atmosphere has been enjoyed and supported by our employees throughout the years. We are team players with one common goal &ndash; meeting our clients&rsquo; needs.
We are committed to equal opportunity employment. It is our policy to provide equal opportunity from recruitment through employment and promotion without regard to race, color, religion, age, sex, sexual orientation or preference, national origin, veteran status or disability, consistent with business necessity and safe performance on the job.
The Benefits
We offer a comprehensive benefits package to employees. Our Benefits Administrator has over 20 years of experience in the legal field and is readily available to answer questions on any of the benefits offered:
Health Insurance
Dental Insurance
Paid Employee Life Insurance
Supplemental Life Insurance
Short- and Long-Term Disability Insurance
401(k) and Firm Match
Family and Medical Leave
Medical Flexible Spending Accounts
CLEs
Employee Assistance Program
Domestic Partner Benefits
Vacation, Sick and Personal Time
Pre-Tax Transportation Benefit
Vision Insurance</div>

Bankruptcy and Restructuring Attorney

Tap Growth ai

<div>
 
 🌟 We're Hiring: Paralegal (On-site)! 🌟
 
 
 
 We are seeking a detail-oriented and experienced Paralegal to join our dynamic legal team in New York City. The ideal candidate will possess a strong understanding of legal procedures, excellent research skills, and the ability to manage multiple tasks efficiently.
 
 
 
 📍 Location:
 
 New York City, NY
 
 
 
 ⏰ Work Mode:
 
 Work From Office
 
 
 
 💼 Role:
 
 Paralegal (On-site)
 
 
 
 Contract duration:
 
 1 year + possibility of extension/conversion to permanent role
 
 
 
 Shift Days/Times:
 
 M-F, 9AM-5PM
 
 
 
 Apply before:
 
 12/10/2025, 7AM ET
 
 
 
 What You'll Do
 
 
 
  Review FOIL requests and determine whether requested public records exist
 
 
  Review records for responsiveness
 
 
  Perform legal research
 
 
  Propose redactions of confidential information
 
 
  Draft responses for FOIL requests
 
 
  Monitor and update GovQA as needed
 
 
  Collaborate with internal staff on FOIL and records-related matters
 
 
  Liaise with internal departments and legal representatives as needed
 
 
  Perform administrative duties, including scheduling meetings and conferences
 
 
 
 Minimum Qualifications
 
 
 
  Bachelor&rsquo;s degree and four years of paralegal or legal assistant experience
 
 
  Strong legal research, writing, analytical, and problem-solving skills
 
 
  Ability to organize and analyze large volumes of information and documents
 
 
  Ability to perform administrative duties such as scheduling meetings, managing
 
 
 calendars, and responding to calls and emails
 
 
  Accurate, detail-oriented, and solution-focused
 
 
  Strong organizational skills
 
 
  Ability to manage changing priorities, competing demands, and deadlines
 
 
  Proficiency with online legal research tools, Microsoft Office, OneDrive, Teams,
 
 
 Zoom, and other collaboration platforms
 
 
 
 Preferred Qualifications
 
 
 
  Four years of paralegal or legal assistant experience supporting FOIL or document
 
 
 review in a college, in-house legal department, law firm, government agency, or
 
 
 non-profit
 
 
  Paralegal Certification
 
 
  Proactive, flexible, and collaborative work style
 
 
 
 Benefits
 
 
 
  Health Insurance
 
 
  Sick Time
 
 
  401k
 
 
 
 
 Ready to make an impact? 🚀 Apply now and let&rsquo;s grow together!
 
 
</div>

Legal Assistant/ Legal Specialist (On-site)

People Inc.

<div><div>PEOPLE is looking for a talented social/video producer to create and program engaging, dynamic video content for TikTok and Instagram on the weekends (Saturday-Monday) during awards season (January-March). They will also assist in programming static content across all platforms, with the goal of driving traffic, for part of their shift.</div><div> 
The right candidate is social-media savvy, an avid user and observer of industry trends.</div><div>
Strong news judgment, video editing and production skills, creative thinking and understanding of social media strategies and industry trends are essential. We're seeking someone who is able to generate viral wins for the brand and harness PEOPLE's loyal audience while attracting new followers. They should be a team player with excellent communication skills and a passion for entertainment, pop culture and online trends. They should be stepped in internet culture as well as the news cycle. They must have impeccable writing skills and attention to detail, and they should be available to work special hours for awards shows and other major live events as needed.</div><div> 
Must be proficient in Adobe Premiere and Photoshop, with past experience programming TikTok and Instagram for a news brand. Experience at a national news brand is preferred. At least 2-3 years experience is required.</div><div> 
Location: New York City or L.A. preferred, remote allowed &mdash; US</div><div> 
Pay: $32 to $35 per hour</div><div> 
Schedule:</div><ul><li><div>
8 hour shift</div></li><li><div>
11 a.m. to 7 p.m. ET</div></li><li><div>
Saturday to Monday</div></li></ul><div> 
People Inc. is America&rsquo;s largest digital and print publisher. Our 40+ iconic and fast-growing brands harness the best intent-driven content, the fastest sites, and the fewest ads to help nearly 200 million people every month, including 95 percent of US women, make decisions, take action, and find inspiration. Dotdash Meredith brands include PEOPLE, Better Homes &amp; Gardens, Verywell, FOOD &amp; WINE, The Spruce, Allrecipes, Byrdie, REAL SIMPLE, Investopedia, Southern Living and more.</div>
Please be aware of fraudulent recruiters offering opportunities at Dotdash Meredith. If you are in conversations about a job opportunity and wish to confirm its validity, please reach out directly to hrconcerns@people.inc.</div>

Social/Video Producer (Part-Time)

Binding Minds

The IP Administrator (Patent) (IPA) provides support to one or more practitioners which requires strong knowledge in domestic patent prosecution. The IPA may also provide dedicated support to one or more clients. The IPA is responsible for preparing legal documents associated with domestic patent prosecution; maintaining dockets, files, and data integrity; interacting with clients and related personnel; providing practice support and assistance; and serving as a liaison between practitioner and external and/or internal team members or departments. The IPA operates independently and as a service-oriented team member who contributes positively to the department and firm.ESSENTIAL FUNCTIONS:<ul><li>Independently prepares legal documents, reports, and correspondence associated with domestic patent prosecution for practitioners and/or clients.</li><li>Prepares and files documents with USPTO.</li><li>Assists practitioners manage their dockets according to firm practices.</li><li>Organizes and maintains the integrity of electronic data and files relating to clients&rsquo; intellectual property in accordance with firm policy and procedures.</li><li>Reviews incoming correspondence including paper and electronic mail, facsimiles, docketed information, and/or client instructions and takes necessary action in accordance with firm policy and procedures.</li><li>Demonstrates strong proficiency with a range of software applications including Microsoft Outlook, Microsoft Word, Microsoft Excel, and applicable IP software solutions. Learns new applications as needed.</li><li>Uses exceptional communication skills to interact with various parties via telephone, electronic mail, and facsimile as necessary. Consistently follows-up and maintains open lines of information-sharing with client(s), practitioner(s), direct supervisor, and other firm management and personnel as needed.</li><li>Coordinates with colleagues and/or departments to ensure successful completion of assigned tasks and other requests in a timely manner.</li><li>Researches and retrieves information for the completion of assigned tasks utilizing applicable resources. Such resources may include the firm Intranet, firm training materials, legal rules books (e.g., the MPEP, etc.), the USPTO website, etc.</li><li>Acts as a resource for others to enhance overall productivity of the firm.</li><li>Participates in pilot programs and/or product deployments as needed.</li><li>Assists with testing of new and/or updated systems as needed.</li><li>Provides problem-solving research and feedback relating to new and/or revised procedures, workflow efficiencies, law and/or rule changes, group/department/firm initiatives, etc. as needed.</li><li>Assists with guiding, mentoring, and training others as needed.</li><li>Assists and supports direct supervisor and other firm management with special projects/requests and/or additional direct practitioner and/or client support as needed.</li><li>Performs general administrative and support duties or tasks as required and requested.</li><li>Takes on additional responsibilities as needed and assigned.</li></ul>QUALIFICATIONS:<ul><li>Bachelor&rsquo;s degree preferred.</li><li>Minimum of three to six (3-6) years of domestic patent prosecution experience in a law firm or professional setting. Law firm setting preferred.</li><li>Comprehensive knowledge of domestic patent prosecution procedural terminology, requirements, and workflow.</li><li>Strong oral and written communication skills.</li><li>Proven interpersonal skills and ability to work effectively with different levels of constituencies both as an individual contributor and in a team setting.</li><li>Exceptional critical thinking, interpretive, and problem-solving skills.</li><li>Exceptional organizational skills with meticulous attention to accuracy and detail.</li><li>Proven ability to prioritize own work.</li><li>Flexibility and resourcefulness, and a strong willingness to support the firm and its business needs.</li><li>Proven ability to respond calmly, efficiently, and effectively in stressful situations.</li><li>Strong proficiency in MS Outlook, Word, and Excel, and applicable IP software solutions.</li><li>Comfort using new technologies and databases.</li><li>Demonstrated ability to handle multiple tasks simultaneously, and able to prioritize tasks in a very efficient manner.</li><li>Demonstrated success functioning in a demanding service-oriented environment.</li><li>Ability to maintain confidentiality of matters and other firm business information.</li><li>Punctual and reliable.</li><li>Ability to adhere to established work schedule, but with flexibility required to respond to workload demands and work additional hours when necessary.</li></ul>Job Type: Full-timePay: $80,000.00 - $101,000.00 per yearExperience:<ul><li>Patent Filing Prosecution: 5 years (Required)</li><li>foreign filing: 5 years (Required)</li></ul>Work Location: On the road

US Filing Specialist

Morgan Stanley

<div>
 
 Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis
 
 
 
 
 
 DUTIES and RESPONSIBILITIES:
 
 
 
 
 
 Client Support:
 
 
 
 
 As a key member of the service team, provide coverage for an FA/PWA/team including:
 
 <ul>
 <li>
 Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
 </li>
 <li>
 Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
 </li>
 </ul>
 
 Remaining current on all policies, procedures and new platforms
 
 
 
 
 Business Development &amp; Operational Support:
 
 
 
 <ul>
 <li>
 Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
 </li>
 <li>
 At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
 </li>
 <li>
 At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
 </li>
 <li>
 Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
 </li>
 </ul>
 
 Qualifications - External
 
 
 
 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
 
 
 
 
 
 
 
 
 
 Education and/or Experience
 
 
 
 <ul>
 <li>
 2+ years of work experience in a field relevant to the position required
 </li>
 <li>
 Four-year college degree or professional certification preferred
 </li>
 <li>
 Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
 </li>
 <li>
 Additional product licenses may be required
 </li>
 </ul>
 
 
 Knowledge/Skills
 
 
 
 
 
 <ul>
 <li>
 Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
 </li>
 <li>
 Technically proficient and quick learner of new and updated platforms
 </li>
 <li>
 Detail oriented with superior organizational skills and ability to prioritize
 </li>
 <li>
 Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
 </li>
 <li>
 Exceptional writing, interpersonal and client service skills
 </li>
 <li>
 Strong time management skills
 </li>
 <li>
 Team player with the ability to collaborate with others
 </li>
 <li>
 Ability to work in a fast-paced, evolving environment
 </li>
 <li>
 Adaptable and ability to multi-task
 </li>
 <li>
 Goal oriented, self-motivated and results driven
 </li>
 </ul>
 
 
 REPORTS TO:
 
 
 <ul>
 <li>
 Business Service Officer
 </li>
 <li>
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 Morgan Stanley
 
 
 EOE committed to diversifying its workforce.
 
 
 M/F/D/V
 
 
 Version: 7/10/2024
 
 
 
 
 
 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).
 
 
 Expected base pay rates for the role will be between $50,000 and $115,000 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.
 
</div>

Wealth Management Analyst

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