Kingston, New York, United States · On-site
$55k–$95k/yr
Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of busin…
Skills: Document Maintenance, Money Movement, Trade Support, Microsoft Office, Client Service
Latham, New York, United States · On-site
Job title: Utility Analyst Location: Latham, NY 12110 Duties: The applicant shall pull utility bills from the FileNet program maintained by the Business Service Center.The applicant shall ensure that a utility bill is re…
Skills: Utility Bill Auditing, Data Analysis, Microsoft Excel, Oracle, Utility Manager Pro
New York, New York, United States · On-site
$80k–$90k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
White Plains, New York, United States · Remote OK
$128k–$239k/yr
Job Description The Capital Allocation & Investments team is a new function within Agilent that will play a critical role in shaping capital deployment strategy, driving financial analysis, and decision-making across M&A…
Skills: Capital Allocation, M&A Due Diligence, Financial Analysis, Corporate Finance, Valuation
New York, New York, United States · On-site
$132k–$219k/yr
Position Title Senior Relationship Manager - Middle Market (NY Metro) Location New York, NY 10018 Job Summary Responsible for new business development and relationship management targeted to middle market companies with …
Skills: New Business Origination, Relationship Management, Credit Underwriting, Commercial Financing, Loan Structuring
New York, New York, United States · On-site
$175k–$200k/yr
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services.…
Skills: Private Credit, Underwriting, Origination, Direct Lending, Mezzanine Financing
New York, New York, United States · On-site
$175k–$200k/yr
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services.…
Skills: Private Credit, Underwriting, Origination, Direct Lending, Mezzanine Financing
New York, New York, United States · On-site
$250k–$275k/yr
About Us Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle …
Skills: Financial Modeling, Due Diligence, Investment Memorandums, B2B Software Analysis, Project Management
New York, New York, United States · Hybrid
$75k–$85k/yr
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for…
Skills: Trust Administration, Wealth Management, Client Relationship Management, Account Administration, KYC Analysis
New York, New York, United States · On-site
$61k–$86k/yr
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of th…
Skills: Sales, Customer Service, Cross-selling, Relationship Management, Credit Analysis
New York, New York, United States · On-site
$110k–$130k/yr
Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, fin…
Skills: Financial Modeling, Valuation, M&A, Corporate Finance, Due Diligence
New York, New York, United States · Hybrid
$185k–$200k/yr
Want to be a part of a team revolutionizing and leading an entire industry with no real competition? The laundry industry is a $40+ billion dollar market, and the Cents platform is making it easier for laundromats, dry c…
Skills: Financial Planning and Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Finance
Chicago, Illinois, United States · Hybrid
$194k–$407k/yr
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices Team Overview Global Consumer Solutions is responsible for defining, advancing, and executing TransUnion's global consumer st…
Skills: Strategic Planning, Corporate Development, Business Operations, AI/ML Strategy, Capital Allocation
New York, New York, United States · Hybrid
ABOUT THE ROLE EvolveMKD is seeking a highly organized, proactive, and reliable Office & Admin Assistant to join our team. This role is a key support function across multiple internal teams and plays an essential part in…
Skills: Office Operations, Administrative Support, Event Logistics, Scheduling, Microsoft Office Suite
New York, New York, United States · On-site
$120k–$240k/yr
Job DetailsJob Location: New York, NY 10020Position Type: Full Time / Experienced LevelSalary Range: $120,000.00 - $240,000.00 SalaryJob Category: Advisory - Valuation & Forensic ServicesCitrin Cooperman offers a dynamic…
Skills: Forensic Accounting, Fraud Investigations, Economic Damages, Financial Modeling, Data Analysis
New York, New York, United States · Hybrid
$75k–$113k/yr
Primary DetailsTime Type: Full time Worker Type: Employee The Opportunity The purpose of this role is to support business operations by preparing and reviewing documentation, maintaining client records, processing submis…
Skills: Analytical Thinking, Business Reporting, Critical Thinking, Customer Service, Customer Value Management
New York, New York, United States · On-site
$200k–$275k/yr
Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insi…
Skills: Python, Rust, C++, Java, GCP
New York, New York, United States · On-site
$24/hr–$26/hr
Forest Hills NY The Sales and Service Associate is responsible to perform a dual role in a branch, as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and pote…
Skills: Sales, Cash Handling, Customer Service, Relationship Building, Banking Operations
Rochester, New York, United States · On-site
$20/hr–$31/hr
Location: 1005 Elmgrove Road - Rochester, New York 14624 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper co…
Skills: Relationship Building, Sales, Financial Wellness Guidance, Client Acquisition, Consumer Credit Analysis
New York, New York, United States · Hybrid
$80k–$95k/yr
Job Description Job Summary The Senior Accountant will assist in the preparation of the company’s financial statements and ensure compliance with Generally Accepted Accounting Principles (GAAP). This role will specifical…
Skills: GAAP, Financial Statements, Month-end Close, Journal Entries, Intercompany Transactions
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Provides operational support and oversight for the complex, including document maintenance, money movement, and trade support. Assists with risk management, audit preparedness, and general administrative duties for the branch.
Requires a high school diploma and active Series 7 and Series 66 (or 63 and 65) licenses. Candidates should possess strong computer skills and the willingness to obtain Series 9 and 10 licenses.
Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Education and/or Experience
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
High School Diploma/Equivalency
College degree preferred
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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.
Expected base pay rates for the role will be between $35,360 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 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
Based on 10284 listings with disclosed salaries, most finance & accounting jobs in New York pay between $80k–$214k per year. Individual offers vary with seniority, company size, and specialization.
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