Chubb jobs in Irvine, CA - 160 jobs

Chubb is currently seeking a highly motivated and outgoing Life Sciences Manager to lead our Pacific South Life Sciences underwriting team. The Life Sciences Manager is responsible for managing a team of underwriters, understanding and managing risks, meeting or exceeding business unit service standards, building or improving trading partner relationships, and demonstrating sound underwriting discipline. Candidate must be willing and able to travel within the territory approximately 25% of the time. Responsibilities: Exceed Life Science property and casualty business plan by managing a team of underwriters with a focus on production, underwriting and maintenance of new and renewal accounts. Responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to ensure the continued flow of new business opportunities. Establish working relationships with the Commercial Insurance Managers, Branch Managers, and Regional Commercial Insurance Manager to contribute to the overall growth of Commercial Insurance in the region and execute on coordinated strategies and initiatives. Evaluate, select, underwrite, price, quote and maintain new and renewal business. Work with the team of underwriters to develop and implement marketing plans with brokers and clients in territory. Retain accounts through active participation in Chubb Stewardship and Enterprise Account process. Participate in product line projects as required. Forecast monthly production and annual plan and pipeline to manager. 5-7 years commercial Life Science property and casualty experience Management experience is strongly preferred. Superior communication, interpersonal and negotiating skills. Solid knowledge of commercial underwriting with the ability to analyze risks, adhere to underwriting strategies, and prioritize the gathering of underwriting data. Demonstrated technical expertise and product specific knowledge with experience handling Life Science business. Strong analytical skills including financial analysis. Strong interpersonal and communication skills. Ability to effectively interact with both internal and external business partners. Ability to be creative and adaptable in a changing business environment. The pay range for the role is $171,100 to $231,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is a market leader in insuring skilled nursing, assisted living and independent living facilities and this role will support the business and interact closely with internal business partners such as Underwriting, to share claim insights that aid in good underwriting decisions. Our Healthcare Claims team is seeking a Complex Claims Consultant to support our Aging Services segment. This individual contributor role is responsible for the overall investigation and management of Aging Services claims in multiple states. Recognized as a technical expert in the interpretation of complex or unusual policy coverages in area of expertise. Under general management direction, works within assigned limits of broad authority on assignments requiring a high degree of technical complexity, coordination and excellent customer service. This position enjoys a flexible, hybrid work schedule at one of the listed CNA office locations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex commercial claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. JD a plus. * Typically a minimum six years of relevant experience, preferably in claim handling and litigation. Prior negotiation experience. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Professional designations preferred (e.g. CPCU) #LI-KP1 #LI-Hybrid In Illinois/New York/California, the average base pay range for a Complex Claims Specialist/Consultant is $83,000 to $160,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

Chubb is currently seeking a Workers' Compensation Claim Technical Assistant for our West Region. The successful applicant will be providing advanced technical support to our claim representatives and examiners for multiple jurisdictions. This position offers a hybrid work schedule with a minimum of 3 days per week working from the Los Angeles Office. Duties & Responsibilities: When necessary, assist with contacts for examiner so that appropriate compensability decisions can be made. Maintain active file diaries to ensure delegated tasks are completed. Understand jurisdictional benefit rates and payment deadlines to ensure compliance with state timeframes. Accurate documentation of claim activity within file notes. Produce quality documentation in an accurate and timely manner i.e., benefit notices, nurse and legal referrals, record requests, settlement documents. Respond timely and appropriately to internal and external customers on claim related issues. Adhere to state regulations for assigned states. Adhere to Best Practice guidelines. Collaborate with appropriate resources to timely resolve issues. Collaborate with peers in region to ensure adequate coverage during vacations or absences. Organize, summarize, and update materials as needed (e.g., legal pleadings, deposition transcripts, financial documents, etc.). Technical Skills & Competencies: Superior customer service showcasing verbal, written, and interpersonal skills. Aptitude for evaluating, analyzing, and interpreting information. Effective time management skills which demonstrate the ability to multi-task and prioritize by accomplishing tasks and assignments. Adaptability to constantly evolving environments and demonstrable flexibility which meets or exceeds a state requirement or a customer's expectation. Ability to work independently and efficiently while performing defined functions with minimal errors. Basic understanding of the Workers' Compensation and claim handling processes. Proficient computer skills and extensive knowledge of the Microsoft suite of Office products including Outlook, Word, Excel, and PowerPoint; Adobe Acrobat; and knowledge of state EDI systems a plus. Experience, Education & Requirements: Prior clerical and technical experience in researching and indexing data are preferred but not required. Proficiency with Microsoft Office Products. Experience in a fast paced, fluid environment. Strong communication and telephonic skills. Knowledge of medical terminology is a plus but not required. Knowledge of bill processing is a plus but not required. Knowledge of claim handling is a plus but not required. College degree in any area of study is preferred. If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure. The pay range for the role is $39,800 to $67,600. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

The Brandywine Claim Director is responsible for all aspects of claim handling on a book of complex asbestos, long term exposure and environmental claims from first notice through resolution with guidance from, and reporting to, a Brandywine Vice President. JOB RESPONSIBILITIES Analyze contracts, policies, applicable law and facts/circumstances surrounding claims to determine appropriate coverage position, and to resolve claims on reasonable terms and at an appropriate value. Responsible for conducting/managing factual claims investigation, including communications with policyholders, remediation experts, counsel and others to gather all claim facts. Negotiate cost sharing agreements with carriers/policyholders. Assign defense counsel, and manage litigation strategy and budgets. Evaluate claims and make recommendations to management regarding claim resolution plans. Maintain physical/electronic claim file, and claim information captured in claim systems. Respond to internal requests for information from management, reinsurers, auditors, etc. Prepare timely and accurate reports to management regarding significant claim developments. Provide the highest levels of service to Chubb business partners. Mentor/assist colleagues, and otherwise share technical expertise with other members of staff. Identify opportunities to enhance operations and more effectively achieve Brandywine's organizational objectives, and communicate the same in a constructive and positive manner. Some travel may be required High degree of technical competence in the handling of high exposure claims and a minimum of 5 years of relevant experience - emphasis in the areas of asbestos and/or environmental claims required. 4 year college degree. Law degree preferred. DESIRED QUALIFICATIONS: Experience directly managing defense counsel. Experience managing disputed/litigated coverage matters. Experience interpreting and analyzing the application of general liability policies. Analytical skills. Superior oral and written communication skills. Ability to effectively utilize claim and financial tracking systems. Organization and time management skills. Experience in a work environment that required collaboration across work groups. Significant knowledge of Excel and data management tools. Working knowledge of Microsoft Office utilities. The pay range for the role is $79,300 to $134,700. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Position is for an employment practices litigation lawyer with experience in defending employers in agency matters such as the DFEH, EEOC, Workers' Compensation 132a, as well as in litigated cases in the State and Federal Courts in California. Defense experience required with a varying case load on an ongoing basis. Licensed to practice before California's State and Federal Courts. This is an exciting opportunity to progress into a leadership role and lead your own team. Admission to CA State bar and the U.S. District Courts of California. Must have at least 5 - 10 years of employment litigation experience. Additional experience handling litigated employment cases in State and Federal Courts and, agency matters, including DFEH, EEOC, and Workers' Compensation 132 (a) cases. Must have strong knowledge of current procedural and substantive law in Federal and State courts. Must be able to demonstrate effective oral and written advocacy skills and negotiation tactics. Must have an ability to apply analytical skills in addressing complex legal issues. Must have excellent communication skills and a demonstrated ability to communicate proactively and work collaboratively with clients and internal service partners, including other members of House Counsel. The base pay range for the role is $131,000 to $220,000. The specific offer may fall outside of the range and will depend on an applicant's skills and other factors. This role is also eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found at ************************************************** The disclosed pay range estimate may also be adjusted for the applicable geographic differential for the location in which the position is filled.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Nurse Case Manager in a specialty area including but not limited to disability and psychiatry case management. Makes assessments and determinations applying various case and disability management principles within area of specialty. Ensures expeditious and effective claims decisions through collaboration with healthcare providers, employers, claimants and claims staff. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Assesses disability status, makes recommendations and identifies appropriate resources. * Accountable for gathering and coordinating medical evidence for evaluation of functionality and makes assessments on restrictions and limitations and assigns length of disability. * Consults on case management issues in area of specialty and applies effective case management interventions. * Collaborates with medical and other providers to ensure appropriate treatment and return to work. * Facilitates job modifications when appropriate and educates involved parties regarding claims process and functionality as it relates to job requirements while remaining externally focused. * Addresses causality and refers to appropriate medical expertise. * Documents according to jurisdictional, departmental and accreditation requirements. Reporting Relationship Typically Lead Specialty Nurse Case Manager Skills, Knowledge and Abilities * Strong knowledge of case management, specialty area, medical terminology and conditions, insurance industry as well as company policies and procedures. * Ability to exercise professional judgment and assume responsibility for decisions which have an impact on people, costs and quality of service. * Excellent verbal, written, and presentation skills with the ability to convey technical issues in a clear, concise and effective manner. * Strong interpersonal skills with the ability to effectively interact with internal and external business partners. * Detail oriented with strong organizational and analytical skills as well as the ability to prioritize and coordinate multiple tasks. * Knowledge of Microsoft Office Suite as well as other business related software. * Ability to work independently. Education and Experience * RN with BSN preferred. Eligible to sit for national case management certifications. * Typically a minimum five years diverse clinical background, with two or more years disability management experience preferred #LI-AR1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Real Estate Investing (“MSREI”) is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic, net lease, and regional core real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $52 billion of gross real estate assets worldwide on behalf of its clients. This is an in-office position in Los Angeles, CA Position Description: The Morgan Stanley Real Estate Investing team is looking for a Full-Time Pre-MBA Associate (2027 Spring / Summer Start) to support the Acquisitions group in several areas, including: Preparing financial analysis and presentation materials for potential investment opportunities across both core and opportunistic strategies and all product types Managing due diligence of potential deal closings Coordinating market due diligence Working directly with investment sales brokers, joint venture / operating partners, and developers Helping to execute business development initiatives Researching and analyzing various investment strategies Qualifications: Bachelor's degree with superior academic performance 2-4 years of prior work experience in the real estate field, ideally at a leading real estate investing, lending, development, brokerage or investment banking platform, including leveraged finance or sponsors coverage Experience with real estate financial modeling and Argus DCF or Enterprise Strong analytical and technical skills Strong verbal and written communication skills Superior attention to detail Enthusiastic, self-motivated, and a team player Ability to handle multiple assignments at once and meet critical deadlines 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. Expected base pay rates for the role will be between $110,000 and $150,000 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).

The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages. This position is also accountable for collaborating with team members to achieve growth, profit, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance. The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions and utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file. The ideal candidate must possess the following skills: PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation Excellent verbal and written communication skills Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles) Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals. Basic knowledge of underwriting principles and policy forms is a plus Ability to work independently within a team/group environment with ability to collaborate with others. Ability to adapt to fast paced environment Education and Experience: Associates Degree or equivalent, 4-Year degree preferred Minimum of 1-2 years relevant insurance experience will be considered. The pay range for the role is $43,700 to $74,200. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

PRS Business Development Manager (BDM) Irvine or Los Angeles, California Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles. Chubb Personal Risk Services is seeking a Business Development Manager (BDM) for our Southern California territory. The BDM position is responsible for overall agency relationship management including new client acquisition and renewal client management for assigned tier 1 and 2 agents and brokers including key Cornerstone agency partners. The BDM's territory consists of nearly $90 million total written premium and will need to conduct agency field visits to their assigned agents and brokers from two Chubb branches - Newport Beach (Irvine), and Los Angeles, with the largest concentration being in the Orange and Los Angeles County area. The position will be based within the defined geography, with a preference for the candidate to live near a Chubb Regional or Branch Office (Irvine or Los Angeles, California). The BDM will report directly to the Southern California AVP, Personal Lines Manager. Key Responsibilities: Develop agency assessments and business plans with assigned independent agencies designed to grow new business from new clients as well as retention and cross selling of existing clients. Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management, ultimately leading to closing deals. Responsible for new and existing client quote follow up and quote optimization with agents. Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques. Premier account segment new and renewal table set best practice. Cross-sell and upselling of existing clients via account rounding initiatives. Provide support to assigned agencies including: Agency training to understand Chubb's products, services and competitive advantages. Product and service enhancements and rate changes. Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like. Coordinate home office initiatives and marketing campaigns that are new and renewal customer oriented, including attendance at associated events. Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation. Book management including analysis of results to identify agency specific and territory trends. Develop and maintain trusted agency relationships primarily through in person travel. Participate in internal meetings and report on results as appropriate. Work with agents and underwriting on new clients, retention and cross selling. Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration. Results Orientation : Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast- paced environment by: Recognizing and capitalizing on opportunities Distinguishing what results are important with a focus on achieving high-payoff activities and goals Challenging self and others to do better without minimizing accomplishments Identifying critical success factors to accomplish desired results and develop plans to achieve them Ensuring goals and objectives are measurable and focus on goals not activities Continually looking for ways to change and improve processes to create improved business results. Adaptability : Agile learner who can quickly absorb information and apply it to current business situations by: Responding well to change Handling multiple demands/priorities Adapting to best fit with situation at hand Handling conflict effectively Developing new skills quickly Accepting new responsibilities willingly Customer Engagement : Delivers end to end customer engagement that leads to measurable revenue growth by: Building rapport quickly and finding common ground Establishing trust and credibility through timely delivery of commitments Leveraging goodwill to gain larger share of wallet Allocating resources to maximize business potential Analyzing data with the goal of discerning useful information that informs conclusions and supports fact based decision-making Problem Solving : Identifies/reacts to problems and opportunities, produces alternatives and implements viable solutions by: Responding to, and resolving, inquiries in a timely manner Engaging appropriate resources to resolve problems and following through to conclusion Simplifying complexity by breaking down issues into manageable parts Looking beyond the obvious to get at root cause Developing insight into problems, issues and situations Sales Acumen : Leverage market, business and technical knowledge and insights by: Possessing a big picture perspective and detailed operational understanding of own area of responsibility Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.) Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel Intrinsic curiosity paired with effective questioning and active listening skills Strong negotiation, leveraging and value-based selling skills Influence Management : Influence and inspire others by: Communicating effectively and passionately about Chubb/Personal Risk Services Successfully persuading, convincing, and influencing others on “why Chubb” Anticipating and preparing for how others will react and overcome obstacles/resistance Leveraging agency relationships to close deals Education and Experience: Bachelor's degree or equivalent work experience Minimum of 3 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience Experience selling to high net worth clients preferred The pay range for the role is $95,000 to $137,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Qualifications Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be $16.90 per hour 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).

The ESIS Claims Compliance Specialist is responsible for ensuring compliance and supporting operational excellence within the claims department. This role involves preparing annual reports for self-insured accounts, responding to the Self-Insured Audit Committee, supporting special projects, preparing files for carrier and state audits, and providing general office support. The specialist implements quality plans, monitors results, and recommends corrective actions as needed. This position reports to and receives direction from the Claims Manager. This is a hybrid position, with three days per week in-office. Duties & Responsibilities include, but are not limited to: Prepare annual reports for self-insured accounts, including claims data and financial information, for submission to California's DIR Office of Self-Insurance Plans (OSIP) by March 1st each year. This includes the annual report, actuarial study, and audited financials. Review and prepare files for PAR Audits to ensure timely and accurate payments, proper documentation, and correct wage calculations. Review and prepare files for Carrier Audits to ensure compliance with carrier guidelines. Collaborate with the Claims Manager to improve overall Quality Review (QR) scores, including auditing individual files for compliance with QR guidelines. Participate in special projects as assigned. Assist in the preparation of Claims Loss Reports (CLR). Complete Executive Loss Summary (ELS) reports, maintain a log of all reports due, and ensure timely compliance. Support the training of new hires and provide ongoing training for existing employees, working with the Learning & Development team and in-house trainers to develop training schedules. Review the progress and status of claims with the Team Leader, discuss issues, and recommend remedial actions. Prepare and submit reports on unusual or potentially undesirable exposures to the Team Leader. Assist in penalty reduction initiatives. Support the Team Leader in developing methods and improvements for claims handling. Assist the Claims Vice President, Claims Manager, Team Leaders, and Claims Handlers with special projects, including reserve analysis, account-specific projects, closing projects, and audits. QUALIFICATIONS ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Reporting to the ESIS Regional Vice President, the AVP ESIS Business Development Manager (BDM) leads ESIS' regional sales strategies for unbundled and opportunities bundled with Chubb Global Casualty. The BDM is charged with creating preference with prospective clients by developing relationships with key buying influencers and is responsible for producing profitable new business within the region. As a participant in the ESIS sales compensation incentive plan, the BDM has significant earning potential. Note: This hybrid position requires 3 days in either the Los Angeles or San Francisco office and 2 days working from home when not traveling. Essential Functions and Responsibilities: Sells ESIS' people, products and processes within our defined space and marketplace. Identifies, cultivates and sustains both internal/external relationships and partnerships with the insurance brokerage community, consultants and ultimately targeted clients. Actively develops rapports with potential clients and prospects. Develops an extensive pipeline of clients to assure sales goals and objectives are met short and long term. Establishes sales strategies and tactics for their responsible sales territory. Upon sale of a new client is involved in and oversight role in the client implementation process to guarantee a smooth onboarding process. Efficiently researches and analyzes individual prospects operations in order to pinpoint their exact needs, which creates lucrative opportunities for marketing the company's programs. Focuses on identifying resources that may be required to meet each prospect's demands. Harnesses resources to enable timely and accurate responses to RFPs, proposals, and presentations while ensuring appropriate pricing models. Is the lead role in the sales process, subsequent presentations and negotiations. Designs and implements a yearly sales and service plan including identifying new potential client prospects, accurately forecasting and analyzing their needs, and devising a methodology of presenting the company's proficiency in meeting those needs. Negotiates the terms and conditions with new clients to assure a long-term relationship and profitability are achieved. Works within the authority levels granted the position and works effectively with management and other ESIS leaders to assure legal and compliance needs are followed. Meets and/or exceeds one's stated annual regional sales goals and objectives Bachelor's degree in marketing, finance or business preferred. Strong understanding of insurance, risk management and claims management services. Prior Third Party Administrator (TPA) experience preferred. Sales or business development experience required. Demonstrated pattern of achieving results. Business savvy with a profit and efficiency orientation. Excellent oral and written communication skills. Demonstrated relationship development, negotiation, and presentation skills. Strong collaboration and interpersonal skills. High level of energy and stamina to work and deliver under pressure. Ability and willingness to travel (50%). Understanding the importance and impact of sales strategy on business results. Strong Excel and analytical skills to track and analyze data. Knowledge of Sales Force a plus. The base salary range for the role is $102,000 to $168,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.

Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a highperforming culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Kemper's Law Clerk Intern Program Kemper's Law Clerk Intern program will enable you to broaden your understanding of the business, make valuable connections, and set a course for your professional journey with us. You will work on civil litigation matters that impact our clients. Kemper is looking for students who want to learn, work hard, and are willing to a make real-life impact on cases that will involve attorneys and paralegals. We deliver meaningful experiences in various areas of the litigation process like pleadings, discovery, depositions, mediations/arbitrations, trial, and much more. Are you ready to create your own journey by joining ours? What Kemper's Law Clerk Intern Program Provides: Projects that support our attorneys in litigation Real-time constructive feedback A resource team to assist with training and career development Collaboration with managers who have excellent legal acumen Opportunities to interact with the senior leadership team and attorneys Dedicated program managers and knowledgeable mentors Lasting career connections with fellow externs Law Clerk Intern Responsibilities: Assist attorneys with drafting discovery responses, reporting to claims, preparing for mediation/arbitration/trial. Work independently and/or as part of a team to draft pleadings, connect with clients, gather documents and information, process closures, etc. Perform legal research as needed. Law Clerk Intern Requirements & Qualifications: Must be a 2nd year or 3rd year law student (or 4th year law student if in a part time program or JD/MBA program) enrolled in an ABA-approved law school. Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Excel) Excellent written and verbal communication skills. Energetic and eager to tackle new projects. Self-directed and able to work with little supervision. Interest in civil litigation, personal injury, and insurance Good collaborative and relationship-building skills This position is not eligible for visa sponsorship. This position will require 1 day a week in the office. This position pays $30.00 per hour. Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. If you receive such a message, delete it.

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: 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 a clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) 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 Qualifications: EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: 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. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms. Key Responsibilities: Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms Assist with new hire onboarding, ensuring seamless transitions into the firm Collaborate with key business partners across the firm to assist markets with additional platform support needs Regularly track key metrics and key performance indicators to remain focused on delivering results Share success stories with peers to drive a culture of collaboration and maximize impact Education and/or Experience: Minimum of 5 years' work experience in a field relevant to the position Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing College degree preferred Knowledge and Skills Required: Proven leadership and coaching abilities Technically proficient and quick learner of new platforms and changes Expert knowledge of basic personal computer, MS Office and internet applications Advanced knowledge of Wealth Management industry Excellent written and verbal communication skills to convey complex information effectively Ability to adapt communication style to suit different audiences and learning styles Exceptional organizational and time management skills to effectively manage schedules Ability to analyze data to identify opportunities and drive results Open to feedback and flexible to adjust approach based on feedback and evolving needs Ability to manage relationships, motivate and lead groups of people at various levels Team player, with the ability to also work independently Knowledge of adult learning principles a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be between $85,000 and $125,000 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).

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner. The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Beverly Hills California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 24, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Branch Service ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Norwalk California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $23.73 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 20, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit (“MSPC”) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending (“MSDL”) is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: Work with senior and junior members of MSDL to conduct due diligence on new opportunities Perform in-depth sector and company research and detailed financial modeling Prepare credit investment memoranda Assist with the negotiation of term sheets, commitment letters and credit documentation Monitor portfolio company results as well assist with add-on financings and amendments Bachelor's Degree Strong academic record and job performance Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models Strong written and verbal presentation skills Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be $110,000 - $225,000 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 Illinois- Salary range for the position: $110,000 - $225,000 per year. 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 20 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'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).

The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: * Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team * Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience * Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process * Provide the highest level of customer service and teamwork to our clients * Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications * Ensure all documentation received is current, accurate and complete. * Fulfill all requests in a timely manner * Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client * Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately * Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-4 years of relevant experience * Prior experience in wealth management or other financial services roles preferred * Ability to manage relationships both internal and external * Ability to multi-task * FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Client Onboarding * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Los Angeles California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $74,390.00 - $103,810.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Mar 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting