Garden City, New York, United States · On-site
$31k–$90k/yr
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 interact…
Skills: Client Relationship Management, Money Movement Transactions, Account Onboarding, Microsoft Office, Interpersonal Skills
Garden City, New York, United States · Hybrid
$24/hr–$27/hr
Provider Credentialing Specialist Supporting Spectrum Vision Partners' OCLI Vision & Ambulatory Surgery Centers Schedule: Standard full-time schedule, Monday through Friday. Hybrid – 3 days onsite and 2 days remote…
Skills: Provider Credentialing & Enrollment, CAQH, PECOS, NPPES, Medicare Enrollment
Garden City, New York, United States · On-site
$28/hr–$30/hr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Cash Receipts Specialist to join our growing…
Skills: Cash Application, Account Reconciliation, Premium Corrections, Return Premium Processing, Debt Collection
Garden City, New York, United States · Remote OK
$50k–$90k/yr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Risk Control Specialist to join our growing team! The…
Skills: Risk Management, Safety Inspections, Workers Compensation, Public Speaking, Time Management
Garden City, New York, United States · Remote OK
$50k–$90k/yr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Risk Control Specialist to join our growing team! The…
Skills: Risk Management, Safety Inspections, Workers Compensation, Public Speaking, Microsoft Office Suite
Garden City, New York, United States · Hybrid
$45k–$75k/yr
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while y…
Skills: Customer Service, Interpersonal Skills, Attention To Detail, Multitasking, Collaboration
Garden City, New York, United States · Hybrid
$107k–$180k/yr
Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global wo…
Skills: Hedge Fund Accounting, Fund Administration, Financial Reporting, Investor Allocations, Waterfall Calculations
Garden City, New York, United States · Hybrid
$55k–$65k/yr
Garden City, NY (Hybrid) Salary Range: $55,000 - $65,000 The Digital Servicing & Transaction Processing Representative is responsible for reviewing high-risk transactions initiated through Apple Bank’s digital channels. …
Skills: Risk Assessment, Fraud Detection, Digital Banking, Customer Service, Transaction Processing
Garden City, New York, United States · On-site
$33k–$70k/yr
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips …
Skills: Financial Planning, Investment Management, Client Relationship Management, Prospecting, Networking
Garden City, New York, United States · On-site
$55k–$65k/yr
New York (5 Boroughs) - TBD Salary Range: $55,000 - $65,000 The Management Associate is engaged in a comprehensive 6-to-24-month management development training program designed to equip participants with the knowledge a…
Skills: Leadership, Retail Banking, Customer Service, Sales Expertise, Problem Solving
Garden City, New York, United States · Remote OK
$18/hr–$20/hr
Job Purpose The Collections Representative supports our Collections department in its debt recovery process by contacting debtors to make payment arrangements or determine settlements on behalf of our clients. Must be as…
Skills: Debt Recovery, FDCPA Compliance, HIPAA Compliance, Payment Arrangement, Microsoft Office Suite
Garden City, New York, United States · Hybrid
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation,…
Skills: Financial Planning, Client Relationship Management, Wealth Management, Investment Strategy, Retirement Planning
Garden City, New York, United States · Remote OK
$80k–$85k/yr
Job Purpose The Clinician, Denials Prevention, uses their clinical and administrative skills to analyze denials and appeal outcomes; share opportunities with clients to reduce first pass denials by ensuring proper patien…
Skills: Denials Prevention, Medical Chart Review, Appeal Writing, Utilization Management, Case Management
Garden City, New York, United States · On-site
$102k–$120k/yr
Job Title Property Manager (CRE) Job Description Summary Responsible for the management of a property (or group of properties) for a client and fulfilling the manager’s obligations under the terms of the property’s manag…
Skills: Lease Administration, Budget Development, Vendor Management, Financial Acumen, Leadership
Garden City, New York, United States · On-site
$36/hr–$43/hr
Job Title Assistant Property Manager Job Description Summary Under the supervision of the Property Manager, the Senior Assistant Property Manager is responsible for assisting in all areas defined as a part of the Propert…
Skills: Initiative, Organization Skills, Time Management Skills, Communication Proficiency, Customer Focus
Garden City, New York, United States · Remote OK
$80k–$100k/yr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property Claims Examiner to join our growing team in …
Skills: Claims Adjusting, Coverage Assessment, Reserve Management, Subrogation, Negotiation
Garden City, New York, United States · Hybrid
$85k–$115k/yr
Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global wo…
Skills: Private Equity Accounting, Fund Administration, Financial Reporting, IRR Calculation, Capital Calls
Garden City, New York, United States · Hybrid
$24/hr–$29/hr
ACCOUNTS RECEIVABLE REPRESENTATIVE Hybrid Work Model - In-office 3 days/week (after 90 days) - Garden City, NY Full Time WHO WE’RE LOOKING FOR Spectrum Vision Partners (“SVP”) and OCLI Vision (“OC…
Skills: Accounts Receivable, Insurance Reimbursement, Claims Follow-up, Patient Billing, Electronic Medical Records
Garden City, New York, United States · Remote OK
$16/hr–$19/hr
Job Purpose The Denials Management Clerk supports the Denial Management Department in the denials process for client hospitals. In this role, the Denials Management Clerk gathers and disseminates information from hospita…
Skills: Denial Management, Data Entry, Microsoft Office, HIPAA Compliance, Time Management
Garden City, New York, United States · On-site
$28/hr–$30/hr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Cash Receipts Specialist to join our growing…
Skills: Cash Application, Account Reconciliation, Balance Resolution, Premium Corrections, Return Premium Processing
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Provide exceptional service and administrative support to Financial Advisors and their clients, including executing money movements and onboarding accounts. Manage calendars, travel itineraries, and general office functions to ensure efficient business operations.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) certifications. 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
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.
Expected base pay rates for the role will be between $31,200 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
There are currently 38 open finance & accounting positions in Garden City, NY listed on Clera. New openings are added daily as companies post roles.
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