Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the Commercial Banking Loan Portfolio.
As a Credit Support Analyst within the Commercial Bank team, you will be tasked with assessing compliance with credit agreement terms for a designated portfolio of borrowers. Your role will involve interpreting financial and other covenants included in credit agreements to ascertain whether borrowers are adhering to the terms of the credit agreements or are in default. Your responsibilities will encompass both syndicated loans and bilateral agreements.
Job Responsibilities
Determine whether corporate borrowers have breached covenants, and as a result, have defaulted on the terms of their credit agreements
Interpret credit agreements and other legal documents to determine which co-borrowers, guarantors and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation
Perform credit analysis, review documentation and monitor ongoing compliance with financial covenants within an assigned portfolio of borrowers
Independently calculate cash flow and leverage ratios in accordance with specific terms laid out in credit agreements
Develop strong knowledge of secured lending products including borrowing base credit facilities
Determine the grid-based performance pricing that applies to borrower so the bank gets adequately compensated for credit risk
Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners
Required qualifications, capabilities, and skills
Ability to identify and summarize key points in written reviews of credit-related transactions
Understanding of loan products, including documentation, for revolving lines of credit, term loans, borrowing bases, etc..
Strong verbal & written communication to effectively communicate with various stakeholders and across levels
Ability to work independently with minimum supervision including demonstration of good time management
High proficiency in using MS Office tools including MS Excel
Preferred qualifications, capabilities and skills
Bachelor's degree in Business/Accounting preferred
$56k-99k yearly est. Auto-Apply 60d+ ago
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Analyst
Rockbridge 4.1
Columbus, OH
Analyst - Development This position (Analyst or Senior Analyst, based on qualifications) will join the Development team at Rockbridge, playing a crucial support role in the sourcing, underwriting, and execution of new hospitality and mixed-use development projects. These projects span a diverse range, including ground-up construction, adaptive re-use, historic rehabilitation, and comprehensive repositioning, with a focus on full-service, independent luxury and lifestyle hotels in urban and specialty markets across the United States.
This early-career investment role will provide experience across all phases of a project lifecycle - from initial feasibility and financial underwriting, to development management, construction oversight, and project delivery. The role offers significant opportunities for cross-functional collaboration within Rockbridge's vertically integrated platform across Risk Management, Asset Management, and Capital Markets to support all aspects of a project, including capital raising, legal and tax structuring, design and branding, incentives and related structures, site analysis, and market research.
This position will require navigation of complex investment structuring, project underwriting, and development management considerations to ensure expert stewardship of our investments. Strong attention to detail, communication, and organization are critical for success in the role.
Key Responsibilities: Under the guidance of senior team members, the Analyst will support all aspects of investment underwriting, development management, and project execution, as well as assist with ad-hoc strategic and administrative work.
Underwriting & Financial Analysis: Assist in the creation and maintenance of complex financial models to support investment decisions; prepare and manage due diligence and analytical materials.
Market & Feasibility Research: Conduct market, site, and feasibility research for development opportunities.
Investment Execution and Capital Raising: Prepare investment presentations, reports, and supplemental analytical outputs and research to assist in capital raising efforts across equity, debt, and other specialized capital, including legal and tax structuring and analysis.
Development Management: Assist with or manage development budget preparation, construction draw documentation, incentive compliance, and financial closing processes.
Operator Coordination: Assist in pro forma review, pre-opening budget preparation, and liquidity management.
Strategic Initiatives: Provide ad hoc analysis and presentations for team projects.
Reporting: Create and maintain reports for team and leadership.
Industry Engagement: Build strong relationships within the hospitality and real estate industries.
Job Requirements:
Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity
0 - 3 years of relevant experience in real estate, hospitality, or financial analysis
4-year college degree
Proficiency in Microsoft Excel and financial modeling
Flexible and adept at managing multiple priorities in a fast-paced, deadline-sensitive environment
Excellent written and verbal communication skills
Ability to work collaboratively with other team members and across disciplines
Self-motivated, detail-oriented, and well-organized
$54k-82k yearly est. 16d ago
Call Center Manager
Revel Staffing
Cincinnati, OH
A leading healthcare organization is seeking a compassionate and experienced CallCenter Manager to oversee the operation. This position plays a key role in helping individuals and families access life -changing care by ensuring a professional, efficient, and empathetic experience.
Key Responsibilities:
Supervise and mentor a team of admissions coordinators, health surveys, ensuring high -quality service and adherence to company policies.
Manage all aspects of the admissions process, including inquiry handling, insurance verification, and scheduling.
Monitor team performance metrics and admissions trends to improve efficiency and responsiveness.
Collaborate with clinical, administrative, and billing departments to streamline the process.
Develop and deliver training programs to enhance staff knowledge of compliance, communication, and patient care.
Maintain accurate and confidential records of all admissions activities and prepare performance reports for leadership.
Serve as the point of contact for escalated inquiries and complex cases, ensuring issues are resolved promptly and compassionately.
Stay current on healthcare regulations, insurance procedures, and industry best practices related to addiction recovery admissions.
Promote a culture of empathy, accountability, and excellence across the admissions team.
Qualifications:
High School Diploma or GED required; post -secondary education in healthcare administration or related field preferred.
Proven experience in healthcare admissions, callcenter management, or patient intake coordination required.
Strong leadership skills with the ability to inspire, train, and motivate a team.
Excellent communication, organizational, and interpersonal skills.
Compassionate and empathetic attitude toward individuals seeking addiction treatment.
MediClear Certification (or equivalent) required.
$33k-56k yearly est. 21d ago
Customer Service
Arnold Family of Restaurants, LLC
Ironton, OH
Job Description
Working at Pizza Hut is about making hungry people happy. It's about being independent and having fun, making new friends and earning extra cash. As a Pizza Hut team member, you can be the smiling face that greets and serves the customers or a cook who make things happen in the kitchen. Working with us will give you the financial rewards and flexibility to suit your lifestyle. You'll learn new things, get recognized for your efforts and learn skills that last a lifetime.
The good news is that your training will teach you everything you need to know to succeed on the job. But there are a few skills you should have from the get-go:
You're a fun and friendly person who values customers and takes absolute pride in everything you do. Communication skills are key - you're not going to be able to text message customers back and forth. In other words, you should be comfortable talking to strangers. You've got attitude - the right kind of course - and understand the need to be on time, all the time. With loads of energy, you understand that work is easier - and more fun - with some teamwork. And you're at least 16 years old.
Keep in mind, this is just basic information. You'll find out more after you apply. And independently-owned franchised or licensed locations may have different requirements. We've got great jobs for people just starting out in the workforce, looking for a flexible second job or staying in the workforce after retirement. If you want a fun, flexible job with an innovative company, look no further than Pizza Hut. Apply today!
$34k-64k yearly est. 1d ago
340B Analyst
Heart of Ohio Family Health Centers 3.0
Columbus, OH
Serves as internal and external program coordinator and liaison for all 340B-related matters. Provides accurate execution of the 340B program
Reports to: Director of Pharmacy
Supervises: N/A
Dress Requirement: Business casual
Work Schedule: Full-Time
Monday through Friday during standard business hours
Times are subject to change due to business necessity
Non-Exempt
Job Duties, these are considered essential to the successful performance of this position:
Key Responsibilities
Serves as the organization “compliance expert or authority” on 340B regarding program details, policies, and procedures of the virtual inventory processes required for mixed-use areas.
Serves as internal liaison to key stakeholders to help ensure appropriate utilization of the
340B Program and compliance with all program requirements.
Acts as the liaison with necessary affiliated departments to ensure 340B Program integrity.
Assist the organization's 340B oversight team, which includes representation from pharmacy, finance, and senior administration.
Provides expertise with the 340B Program to staff and participants regarding ongoing compliance.
Assists organizational leadership to develop a regular compliance audit program.
Assist in developing processes and materials to promote programs or support the goals of the organization.
Assist with the organization education, training, awareness, and customer service for all 340B
covered entities
May assist in the development, implementation, or promotion of programmatic resources/tools to support staff.
Regularly communicates with all staff involved with the 340B Program to be sure that processes remain efficient and to address any problems or suggestions for improvement. Establishes a clear way for staff to communicate concerns to the coordinator.
Develops, executes, and documents self-audits of the 340B process. Coordinates and ensures remediation of findings.
Conducts and/or coordinates an annual audit of all contract pharmacies. Documents results and follow- up on any findings.
Conducts monthly audits of all 340B-eligible locations to verify adherence with the 340B
Program guidelines and policies.
Prepares and assists in the monitoring and various tracking and reporting measurements to ensure compliance with the program.
Reviews and refines 340B cost savings reports detailing purchasing and replacement practices, as well as dispensing patterns.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Facility Environment:
Heart of Ohio Family Health operates in multiple locations, in the Columbus, OH area. All facilities have a medical office environment with front-desk reception area, separate patient examination rooms, nursing stations, pharmacy stock room, business offices, hallways and private toilet facilities. All clinical facilities are ADA compliant.
This position's primary work area is in an office within our facility
The office area is:
kept at a normal working temperature
sanitized daily
maintains standard office environment furniture with adjustable chairs
maintains standard office equipment; i.e., computer, copier, fax machine, etc. at a normal working height
Physical Demands and Requirements: these may be modified to accurately perform the essential functions of the position:
Mobility = ability to easily move without assistance
Bending = occasional bending from the waist and knees
Reaching = occasional reaching no higher than normal arm stretch
Lifting/Carry = ability to lift and carry a normal stack of documents and/or files
Pushing/Pulling = ability to push or pull a normal office environment
Dexterity = ability to handle and/or grasp, use a keyboard, calculator, and other office equipment accurately and quickly
Hearing = ability to accurately hear and react to the normal tone of a person's voice
Visual = ability to safely and accurately see and react to factors and objects in a normal setting
Speaking = ability to pronounce words clearly to be understood by another individual
Qualifications
Job Qualifications (Experience, Knowledge, Skills and Abilities)
Certified or Registered Pharmacy Technician, preferred
Preferred high school diploma
Willingness to work with all cultural and socioeconomic groups without judgment or bias
Demonstrates ability to cooperatively work/mediate with all age groups and family groups
Compliance with the HIPAA law and regulation; ability to confidentially retain information, passing only necessary information to those needed to perform their duty
Ability to work with minimal supervision and exercise sound independent judgment
Excellent familiarity and application with medical terminology
$60k-76k yearly est. 6d ago
Client Relationship Analyst
15 Ms Investment Mgmt
Dublin, OH
Morgan Stanley Client Relationship Analyst
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Client Relationship Analysts 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:
• 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
• 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 • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• 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
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (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 Morgan Stanley Client Relationship Analyst Job Description Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
• 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 multi-task
• Goal oriented, self-motivated and results driven
Reports to: • Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 ***************************************************** into your browser.
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).
$47k-75k yearly est. Auto-Apply 3d ago
Third Shift Customer Service
Planet Fitness Inc. 4.1
Westerville, OH
The Overnight Cleaner will be responsible for the overall cleanliness of all areas of the facility to ensure a positive and safe member experience. Position hours are 10pm through 6am, Monday through Friday weekly. This position is Full Time.
Essential Duties and Responsibilities
* Greet members, prospective members and guests by providing exceptional customer service
* Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Club Manager as needed
* Maintain the neatness and cleanliness of the club
* Monitor for safety of persons and cleanliness in the club
* Thoroughly clean and sanitize restrooms, locker room areas, fitness equipment and gym floor.
* Stock locker rooms with proper supplies/paper products.
* Report any broken or missing amenities or equipment (Toilets, faucets, showers, hair dryers, gym equipment etc.) to the Club Manager.
* Follow "Lost and Found Policy" and turn in lost member property to the Club Manager/Assistant Club Manager immediately.
Qualifications/Requirements
* Cleaning background preferred
* Customer Service background preferred
* A passion for fitness and health
* Upbeat and positive attitude!
* Punctuality and reliability is a must
* Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers
* Strong listener with the ability to empathize and problem solve
* Demonstrate diplomacy in all interactions while using appropriate behavior and language
* High School diploma/GED equivalent preferred
* Must be 18 years of age or older
Physical Demands
* Continual standing and walking during shift
* Acknowledgement of members when maintaining the facility
* Must be able to occasionally lift up to 50 lbs
* Will dilute and clean with chemicals throughout shift
* Clean and sanitize equipment, restrooms and surfaces throughout the club
* Monitor club and assist members throughout entirety of shift
Compensation: $13.50 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$13.5 hourly 11d ago
Certified Coding Analyst
Healthcare Support Staffing
Columbus, OH
HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career!
Job Description
Position Purpose:
Perform review of high dollar claims. Review for appropriate place of service, accurate coding, length of stay, match to authorization, and possible outlier DRG or Stop Loss pricing. Perform coding research. Conduct complex business and operational analyses to assure payments are in compliance with contract; identify areas for improvement and clarification for better operational efficiency resulting in better initiative, contract, and benefit implementation as well as better maintenance long term.
Perform review of high dollar claims for benefit and pricing determination.
Work collaboratively with Finance Department to determine appropriateness of pricing.
Work collaboratively with Medical Management Department to resolve any issues with medical review notes that affect claim pricing
Serve as a technical resource / coding subject matter expert for contract pricing related issues
Responsible for entire cycle of facility claims which includes verifying information on submitted claims, reviewing contracts, eligibility, and authorizations to determine reimbursement, and ensuring payment instructions are sent to claims department for claims payment
Identify key elements and processing requirements based on diagnosis, provider, contracts and policies and procedures utilizing broad based product or system knowledge to ensure timely payments are generated.
Conduct point of service review and resolution of high dollar claims that are pending and/or adjusted incorrectly including review, investigation, adjustment and resolution of claims, claims appeals, inquiries, and inaccuracies in payment of claims.
Collaborate with all departments to analyze complex claims issues and special claim projects.
Qualifications
Healthcare experience REQUIRED
Managed Care strongly PREFERRED
Associate's degree in Business, Health Care Management, Insurance, Healthcare or related field
3+ years of Medical Billing or Physician's office experience.
Extensive knowledge of coding and billing practices for hospitals, physicians and/or ancillary providers as well as knowledge about contracting, claims processing, and provider customer service.
Accepted Licenses/Certifications:
Registered Health Information Administrator (RHIA),
Registered Health Information Technician (RHIT),
Certified Coding Specialist (CCS),
Professional Coder-Payer (CPC-P) certification, Certified Professional Coder (CPC)
Additional Information
Shfit: Monday- Friday; 8AM-5PM
Salary: $41,000-$46,000 + 6% Annual Bonus + Medical Benefits take effect 30 days after start date
$41k-46k yearly 60d+ ago
Associate Account Support Analyst
Highmark Health 4.5
Columbus, OH
This job provides account support activities associated with the implementation and administration of groups and accounts. Provides assistance with non-standard benefit implementation tasks. Identifies and resolves problems related to benefit interpretations, non- standard benefits, handle rating concerns, and coordinate claim extracts and any subsequent adjudication requirements. The incumbent may have direct interaction with producers, clients and sales reps to ensure complete implementation, on-going service and all renewal activity. The incumbent is new to the role and is developing competence in performing work assignments.
**ESSENTIAL RESPONSIBILITIES**
+ Load and maintain group information and benefit files.
+ Interact and provide support activities to Account Managers (For UCD: Accounts Support Analysts are account managers for all small market clients. May also be involved with managing all aspects of relationships with core partners.)
+ Resolve benefit inquiries received from Account Managers, producers, sales reps and small market clients. May coordinate meetings, projects, implementations with clients and core partners.
+ Handle error management and ensure files are corrected.
+ Analyze/coordinate the implementation of new products, group changes, benefit enhancements, non-standard benefits and activities related to mass updates.
+ Other duties as assigned or requested.
**EDUCATION**
**Required**
+ High School Diploma/GED
**Substitutions**
+ None
**Preferred**
+ None
**EXPERIENCE**
**Required**
+ 0-1 year of relevant subject matter experience in the area of specialization
**Preferred**
+ Experience in Health Care, Insurance or Sales
**LICENSES AND CERTIFICATIONS**
**Required**
+ Producers License within 90 days of hire.
**Preferred**
+ None
**SKILLS**
+ Understands fundamental principles, concepts, practices and processes within a specific field or discipline. Requires foundational analytical skills.
+ Uses established processes to complete assigned activities and to solve problems.
**Language (Other than English):**
None
**Travel Requirement:**
0% - 25%
**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**
**Position Type**
Office-based
Teaches / trains others regularly
Occasionally
Travel regularly from the office to various work sites or from site-to-site
Rarely
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
Yes
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Never
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy._
_Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
**Pay Range Minimum:**
$19.27
**Pay Range Maximum:**
$27.42
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at *****************************
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J273806
$19.3-27.4 hourly 43d ago
Client Relationship Analyst
Morgan Stanley 4.6
Pepper Pike, OH
Client Relationship Analysts 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:
* 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
* 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
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
* 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
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (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, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* 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 multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
Salary range for the position: $33,280 - $90,000 / 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.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 ***************************************************** into your browser.
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).