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client services representative – outsourced trading desk, analyst Jobs in New York

client services representative – outsourced trading desk, analyst

registered client service associate

Morgan Stanley

<div>
 
 
 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:
 
 <ul>
 <li>
 Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
 </li>
 <li>
 Executing money movement transactions at the request of the client and/or FA/PWA/team
 </li>
 <li>
 Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
 </li>
 <li>
 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
 </li>
 <li>
 Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
 </li>
 <li>
 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
 </li>
 <li>
 Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
 </li>
 <li>
 Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
 </li>
 <li>
 Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
 </li>
 <li>
 Assist FAs / PWAs/ teams in delivering against their business plan and client service model
 </li>
 <li>
 Remaining current on all policies, procedures, and new platforms
 </li>
 <li>
 Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
 </li>
 </ul>
 
 
 ADMINISTRATIVE SUPPORT
 
 
 <ul>
 <li>
 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)
 </li>
 <li>
 Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
 </li>
 <li>
 Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
 </li>
 <li>
 Assisting with general in-office support functions such as copying, filing and scanning documentation
 </li>
 <li>
 Preparing and submitting expense reports for processing at the direction of the FA/PWA
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Qualifications - External
 
 
 
 
 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
 
 
 
 
 
 
 Education and/or Experience
 
 
 <ul>
 <li>
 High School Diploma/Equivalency
 </li>
 <li>
 College degree preferred
 </li>
 <li>
 Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
 </li>
 <li>
 Two or more years of industry experience preferred
 </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>
 Detail orientated with superior organizational skills and ability to prioritize
 </li>
 <li>
 Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
 </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 multitask
 </li>
 <li>
 Goal oriented, self-motivated and results driven
 </li>
 </ul>
 
 
 Reports To:
 
 
 <ul>
 <li>
 Business Service Officer
 </li>
 </ul>
 
 
 
 
 Expected base pay rates for the role will be between $35,000 and $85,000 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).
 
</div>

Registered Client Service Associate

TemPositions

Job Description: The Registered Nurse position is responsible for ensuring clinical planning, coordination, assisting with COVID-19 testing and vaccination processes, and patient triage. The Registered Nurse is a critical care team member and works with nursing staff to plan, deliver and evaluate nursing care based on the needs and concerns of patients and administration. The Registered Nurse serves as a leader and maintains quality of care through an on-going process of assessment, planning, and implementation. Essential Duties and Responsibilities The following are essential responsibilities for the role: <ul><li>Review patient charts for missing labs, reports, and/or open orders</li><li>Triage urgent same day or double book appointment requests</li><li>Coordinate and participate in daily huddles </li><li>Assist with inventory management.</li><li>Prepare equipment and aid physician during treatment, examination, and testing of patients</li></ul><ol><li>Verify chief complaint and take vital signs as requested</li><li>Review the EHR active medication list with patients</li><li>Conduct and document point-of-care tests based on protocol</li><li>Perform injections as directed by provider</li></ol><ul><li>Provide general nursing care to patients:</li></ul><ol><li>Administer prescribed medications and treatments in accordance with nursing standards</li><li>Plan, articulate, and coordinate care and interventions</li></ol><ul><li>Maintain consideration for specific age related characteristics, needs related physical development, communication, and socialization and safety, in collaboration with other member of the care team</li><li>Assist with the COVID testing and vaccination processes</li><li>Facilitate clinical messages and chronic condition management education</li><li>Provide abnormal test results to patients and provide recommendations on cases PCP determines</li><li>Add recommendations to individualized care plan(s) and review After Visit Summary (AVS) with patient</li><li>Document progress notes in electronic health record within 24 hours</li><li>Manages patient flow through primary care clinic</li><li>Perform CLIA waived tests as needed</li><li>Maintain all environment of care quality logs</li><li>Participate in scheduled clinic rounds to maintain the environment of care</li><li>Conducts medication management including performing medication reconciliation, reinforcing medication knowledge, and understanding medication regimen; refers to pharmacist as required</li><li>Enforces adequate Infection Control standards, with guidance from the Medical Director.</li></ul> Education and Certification <ul><li>Must be a Registered Nurse licensed by the State of New York. </li><li>A Bachelor's degree from an accredited college or university or an Associate Degree in Nursing with 2 years' experience. </li></ul> We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Required <ul></ul> Preferred <ul></ul> Job Industries <ul><li> Education </li></ul>

Registered Nurse HU

Are you interested in working as a Registered Nurse within a group home setting? Our client is committed to providing exceptional care and support in group home programs. We are currently seeking compassionate and skilled Registered Nurses (RN's) to join us on a flexible contract basis. This role offers an opportunity to make a meaningful impact on the lives of individuals while enjoying the benefits of a flexible work arrangement. Job Duties & Responsibilities: <ul><li>Develop nursing plans supporting health care needs of the individuals, write nursing reviews and monthly nursing notes.</li><li>Administer medications and treatments as prescribed, keeping meticulous records and monitoring for any side effects or reactions.</li><li>Monitor medical and dental needs, addressing any health issues promptly and coordinating with the healthcare team.</li><li>Collaborate with physicians, therapists, and other professionals to create and implement effective care plans, ensuring seamless coordination of care.</li><li>Act swiftly and effectively in medical emergencies, providing first aid and emergency interventions as needed, and liaising with emergency services when required.</li><li>Educate Individual and staff about health conditions and treatment plans. Support and guide staff on health-related matters.</li><li>Maintain accurate and comprehensive medical records in compliance with regulatory standards and organizational policies.</li><li>Ensure adherence to healthcare regulations, standards, and best practices, maintaining a safe and compliant environment.</li></ul> Skills: <ul><li>Valid RN license and current registration in NY.</li><li>Associate's or Bachelor's degree in Nursing from an accredited institution.</li><li>Experience in group home, long-term care, or similar settings preferred.</li><li>Strong clinical skills, with a focus on assessment, planning, and implementation of nursing care.</li><li>Excellent communication, interpersonal, and organizational skills.</li><li>Current CPR and First Aid certification required.</li><li>Ability to work independently and as part of a team. Flexible schedule to adapt to varying needs and individual requirements.</li></ul> Company Overview We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Required <ul></ul> Preferred <ul></ul> Job Industries <ul><li> Healthcare </li></ul>

Registered Nurse

NY Wills & Estates

<div>Associate Attorney 
NY Wills &amp; Estates, a New York and New Jersey wills &amp; estates firm, is seeking a detail-oriented, client-focused Associate Attorney to step in. This is an excellent opportunity to join a highly professional, supportive team and work closely with Managing Attorney Vlad Portnoy, Esq. in a hybrid role (some days in our NYC office, other days from home). 
New York offices: 450 7th Ave., Ste. 1500, New York, NY 10123
New Jersey offices: 15 Warren St, Ste 36, Hackensack, NJ 07601 
What You&rsquo;ll Do
Your responsibilities will include:<ul><li>
Meeting and consulting with clients</li><li>
Drafting petitions, motions, and estate-planning documents</li><li>
Keeping clients informed and responding to inquiries promptly</li><li>
Appearing in court as needed</li><li>
Coordinating with the managing attorney on strategy</li><li>
Managing deadlines, communications, and files in Clio Manage</li><li>
Performing legal research</li><li>
Participating in weekly and monthly case reviews and team meetings</li></ul> 
Tools &amp; Platforms You&rsquo;ll Use
Clio Manage, WealthCounsel, Lexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, Zoom, MS Teams, ACRIS, Vonage Business Communications, and NYSBA community forums. 
Work Structure
This is a hybrid role. Some days in our New York office, other days working remotely. We value flexibility while maintaining the highest level of client service. 
Compensation:<ul><li>
Base pay: $65-70/hr</li><li>
Temp-to-perm (90-day probationary period)</li><li>
Hybrid Work Structure (3 days in-office, 2 remote)</li></ul>
Compensation:
$65 - $70 hourly
Responsibilities:
You will manage all aspects of active matters in:<ul><li>
New York &amp; New Jersey Surrogate&rsquo;s Courts &ndash; Probate, Administration, fiduciary support</li><li>
Article 81 Guardianship Proceedings &ndash; drafting petitions, communicating with parties, Mental Hygiene Court appearances</li><li>
Estate Planning &ndash; assisting with Trusts, Wills, POAs, Healthcare Proxies</li><li>
Real Property Transfers &ndash; preparing deeds and NYS transfer forms using ACRIS</li></ul> 
You will support and manage matters across five core practice areas:
Surrogate&rsquo;s Court<ul><li>
Probate and Administration</li><li>
Fiduciary support</li><li>
Client updates and filings</li></ul> 
Estate Planning<ul><li>
Draft Wills, Trusts, POAs, and Health Care Proxies</li><li>
Assist with client consultations and strategy</li></ul> 
Medicaid Planning<ul><li>
Prepare planning documents</li><li>
Assist clients with eligibility strategy</li></ul> 
Special Needs Planning<ul><li>
Draft and support Special Needs Trusts</li></ul> 
Guardianships (Including Article 81)<ul><li>
Draft petitions</li><li>
Coordinate with involved parties</li><li>
Appear in Mental Hygiene Court when required</li></ul> 
Additional Responsibilities<ul><li>
Meet and consult directly with clients</li><li>
Draft petitions, motions, and estate-planning documents</li><li>
Prepare deeds and NYS transfer forms using ACRIS</li><li>
Manage deadlines, files, and communication in Clio Manage</li><li>
Conduct legal research</li><li>
Participate in weekly and monthly case reviews and team meetings</li></ul>
Qualifications:<ul><li>
Licensed in New York or New Jersey
</li><li>3&ndash;5 years of experience in Probates, Estate Planning, Medicaid Planning, Special Needs Planning, and Guardianships (incl. Article 81)</li><li>
Litigation experience is a plus</li><li>
Experienced in estate planning and/or Surrogate&rsquo;s Court matters</li><li>
Organized, proactive, responsive, and comfortable handling clients directly</li><li>
Able to manage a varied caseload with professionalism and empathy</li></ul>
About Company 
At NY Wills &amp; Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we&rsquo;d love to have you on our team.</div>

Associate Attorney

Job description: We are seeking a dedicated and compassionate Registered Nurse Case Manager to join our Social Service Health Care Team. As a Registered Nurse Case Manager, you will be responsible for providing comprehensive patient care and coordinating services for the people we support. Your expertise in managed care, patient assessment, and medical terminology will be essential in ensuring the well-being of our patients. Key Responsibilities: <ul><li>Provide direct nursing care and clinical oversight for individuals with developmental disabilities in accordance with OPWDD guidelines.</li><li>Administer prescribed medications and treatments, monitor for side effects, and maintain accurate medical records.</li><li>Conduct health assessments and respond to medical emergencies as needed.</li><li>Collaborate with interdisciplinary teams, including DSPs, medical providers, therapists, and family members.</li><li>Develop and update individualized nursing care plans and contribute to person-centered service planning (ISP).</li><li>Educate staff on health-related issues, proper medication administration, infection control, and other medical protocols.</li><li>Administers medications when appropriate, and supervises AMAP certified staff in medication administration. Supervises all medication prescribed for individuals in accordance with agency policies.</li><li>Provides supervision and training for Licensed Practical Nurses and/or less experienced.</li><li>Provides immediate first aid with referral to outside emergency services or private physician.</li></ul> Experience: <ul><li>Minimum of 1 years of experience as a Registered Nurse in a clinical setting</li><li>Experience in managed care or case management is highly preferred</li><li>Strong knowledge of medical terminology, physiology, and medical records management</li><li>Ability to assess patient needs and develop comprehensive care plans</li><li> Experience working with diverse patient populations, including pediatrics and behavioral health </li><li>Familiarity with emergency room protocols and procedures</li></ul> We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Required <ul></ul> Preferred <ul></ul> Job Industries <ul><li> Healthcare </li></ul>

Nurse Case Manager

Intuit

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: <ul><li> Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. </li><li> Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. </li><li> Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. </li><li> Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. </li><li> Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. </li></ul> What You Get: As a TurboTax Live - Seasonal Local Service Associate, you'll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support. Who You Are: <ul><li> Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. </li><li> Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. </li><li> Familiarity with Circular 230 </li><li> Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location </li><li> Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies </li><li> Bilingual (English/Spanish) communication skills are a plus </li><li> Experience in holistic tax advisory services beyond tax filing </li></ul> Attributes & Skills: <ul><li> Passionate about empowering customers and helping them overcome the complexities of taxation. </li><li> Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). </li><li> Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. </li><li> Exceptional customer service skills, high empathy, and a friendly, professional demeanor. </li><li> Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts. </li><li> Strong verbal and written communication skills. </li><li> Ability to work in a fast-paced environment independently while managing multiple priorities. </li><li> Proficient with technology, including tax preparation software and CRM/sales tools. </li></ul> Additional Requirements: <ul><li> Must reside within the United States. </li><li> Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. </li></ul> Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00 Southern California $23.70 - $28.00 Colorado $22.60 - $26.70 Hawaii $23.70 - $28.00 Illinois $22.60 - $26.70 Maryland $22.60 - $26.70 Massachusetts $23.70 - $28.00 Minnesota, $20.20 - $23.90 New Jersey $23.70 - $28.00 New York $23.70 - $28.00 Ohio $20.20 - $23.90 Vermont $22.60 - $26.70 Washington $23.70 - $28.00 Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Tax Filer - 2+ Yrs Paid Tax Experience Required

Explore 297+ Registered client service associate in New York this January. Find roles across top companies and apply now to boost your career.

297 registered client service associate jobs IN New York

Registered Client Service Associate

Registered Nurse HU

Registered Nurse

Associate Attorney

Nurse Case Manager

Tax Filer - 2+ Yrs Paid Tax Experience Required

Tax Filer - 2+ Yrs Paid Tax Experience Required