Colorado Springs, Colorado, United States · On-site
$35k–$85k/yr
Job 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 …
Skills: Client Relationship Management, Financial Product Knowledge, Microsoft Office, Time Management, Organizational Skills
Colorado Springs, Colorado, United States · On-site
$19/hr–$21/hr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Leasing, Sales, Property Management Software, Marketing, Customer Service
Colorado Springs, Colorado, United States · On-site
Deliver a high level of service and excellent customer experience by resolving customer concerns. Identify and communicate opportunities that could improve operations and create a better shopping experience. Demonstrate …
Skills: Customer Service, Interpersonal Skills, Mathematics, Decision Making, Communication
Destination CareersColorado Springs, Colorado, United States · Remote Solely
$45k–$75k/yr
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Skills: Hotel Research, Booking Management, Client Communication, Time Management, Interpersonal Skills
Colorado Springs, Colorado, United States · On-site
$17/hr–$19/hr
Description Spartan Management Group works as a consulting group for a rapidly growing network of Plumbing and HVAC businesses across the U.S. As we continue to expand, we are seeking talented and motivated individuals t…
Skills: CRM Software, Call Center Operations, Typing, Microsoft Office, Active Listening
Colorado Springs, Colorado, United States · On-site
If you are currently on Young Life staff, please do not apply through this external jobs board. To apply for internal job opportunities, log in to Workday and use the Jobs Hub. Applying externally may delay your applicat…
Skills: Administrative Support, Written Communication, Verbal Communication, Database Management, Basic Accounting
Colorado Springs, Colorado, United States · On-site
$19/hr–$24/hr
Join our Air Academy Credit Union (AACU) team! We are seeking an experienced Administration Support Specialist-1 to join us at our corporate location in Colorado Springs. The ideal candidate is self-motivated, organized,…
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Colorado Springs, Colorado, United States · On-site
$26/hr–$31/hr
Headquartered in Colorado Springs, Colorado, Focus on the Family has nearly 700 employees who work to achieve the mission of enriching the lives of families, engaging the culture, advocating for life and spreading the Go…
Skills: General Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, GAAP
Colorado Springs, Colorado, United States · Hybrid
$65k–$85k/hr
Description McDivitt Law Firm was founded on, and continues to be rooted in, the principle that each person deserves meaningful access to the civil justice system. Specializing in automobile, motorcycle, bicycle, Uber/Ly…
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Colorado Springs, Colorado, United States · On-site
$15/hr–$16/hr
About CCS CCS Facility Services is one of the largest building service contractors in the United States, providing expert janitorial and facility engineering services to thousands of commercial businesses with a deep ben…
Skills: Janitorial Services, Floor Care, Disinfection, Waste Management, Inventory Management
Colorado Springs, Colorado, United States · On-site
$58k–$58k/yr
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Skills: Discipleship, Teaching, Leadership Development, Pastoral Care, Volunteer Management
Colorado Springs, Colorado, United States · On-site
$58k–$63k/yr
Job DetailsJob Location: Colorado Springs, CO 80919Position Type: Full TimeSalary Range: $57,800.00 - $62,500.00 Salary/yearPosition Description - Special Events & Serve Team Coordination Director Vision At Trace, we bel…
Skills: Event Planning, Volunteer Coordination, Hospitality Management, Recruitment, Onboarding
Colorado Springs, Colorado, United States · On-site
$80k–$100k/yr
Delta Solutions and Strategies is seeking highly skilled and motivated candidates to join a high-performance team to support US Space Command (USSPACECOM) J6 as Executive Communications Administrators. Executive Communic…
Skills: IT Support, Customer Service, Ticket Management, Network Systems, VTC Support
Colorado Springs, Colorado, United States · On-site
$18/hr–$19/hr
SCANNER ASSOCIATE JOB TYPE AND CLASSIFICATION: Full Time Hourly Non-Exempt JOB OVERVIEW: MAC.BID buys truckloads of customer returns and overstock products, then sells these items individually to the public through onlin…
Skills: Product Scanning, Online Research, Image Editing, Data Entry, Web Navigation
Colorado Springs, Colorado, United States · On-site
Responsibilities Patient Accounts Specialist Minimum Hourly Rate: $20.00 Maximum Hourly Rate: $25.00 We are looking for a full-time/40 hours per week Patient Accounts Specialist to work in a fast-paced hospital business …
Skills: Medical Insurance Verification, Healthcare Collections, Financial Counseling, Account Reconciliation, Claims Resolution
Colorado Springs, Colorado, United States · On-site
The Closing Processor supports the overall business plan and strategic direction of the organization by assisting in preparing settlement statements and obtaining clear title. This position provides file processing, pre-…
Skills: Settlement Statements, Title Clearing, File Processing, Notary Public, Customer Service
Colorado Springs, Colorado, United States · On-site
$26/hr–$31/hr
Headquartered in Colorado Springs, Colorado, Focus on the Family has nearly 700 employees who work to achieve the mission of enriching the lives of families, engaging the culture, advocating for life and spreading the Go…
Skills: Program Management, Recruitment, Coaching, Performance Management, Budget Management
Colorado Springs, Colorado, United States · On-site
$18/hr–$23/hr
Overview Are you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improv…
Skills: Phlebotomy, Vital Signs, Drug And Alcohol Testing, Patient Triage, Medical Terminology
Colorado Springs, Colorado, United States · On-site
$18/hr–$23/hr
Overview Are you ready to take your career to new heights? At Concentra, you will be a vital member of our patient care team and play a crucial role in providing exceptional care to our patients. Our mission is to improv…
Skills: Phlebotomy, Vital Signs, Drug and Alcohol Testing, Patient Triage, Medical Documentation
Colorado Springs, Colorado, United States · On-site
$47k–$102k/yr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Staff Management, Clinic Operations, Patient Experience, Performance Metrics, Mentorship
Colorado Springs, Colorado, United States • On-site
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Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movement, onboarding accounts, and managing calendars and travel itineraries.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses. A college degree and two or more years of industry experience are preferred.
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.
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
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 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 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
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
Salary range for the position: $34,653.00 - $85,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 7/12, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
There are currently 521 open administrative positions in Colorado Springs, CO listed on Clera. New openings are added daily as companies post roles.
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