Chubb jobs in Phoenix, AZ - 82 jobs

Why Chubb? At Chubb, our mission is to provide superior insurance solutions that foster resilience and security for our clients. We strive to be the preferred choice for individuals and businesses seeking comprehensive coverage and unmatched service. Join Chubb for a rewarding career where our core values-excellence, integrity, and respect-guide every decision we make. Be a part of a dynamic team that is dedicated to protecting what matters most and making a positive difference in the lives of our clients and communities. Together, let's shape a safer, more secure world Overview: We are seeking a Claim Manager to join our Claim Center Property Commercial team. The Manager is responsible for overseeing the entire claims process for residential and commercial property claims, ensuring efficient management and resolution. This role involves leading a team of adjusters in conducting comprehensive analyses and investigations, while also providing guidance on complex claims. The Manager is tasked with fostering prompt communication with insured parties and claimants, evaluating policy contracts to identify coverage issues, and ensuring the accuracy and completeness of claims files. Additionally, the manager establishes reserves, identifies recovery opportunities, and ensures compliance with statutory and regulatory fair claims practices, including the detection and prevention of potential fraudulent claims. Locations: We are seeking candidates in Phoenix, AZ. Responsibilities: Drive a customer-centric service culture that consistently delivers exceptional service, resulting in positive feedback and high satisfaction, with results that exceed current industry standards for excellence. Manage a portfolio of highly technical, highly service-oriented claims. Escalate any anomalies and make recommendations to address the situation in proper resolution of the claim. Negotiate settlement of claims to bring them to a successful conclusion. This may involve policy holders, other professionals, insurers, loss adjusters, brokers, agents, solicitors and third parties by letter, telephone, meetings, or depositions. Partner with Actuarial, Senior Leadership, Underwriting, Risk Consulting, and other parties as required to ensure excellent service and appropriate issue resolution. Directly manage and oversee property adjusters including completion of performance reviews and recommendations of annual compensation. Develop goals and complete performance management plans (PMPS) for direct staff and recommend annual compensation levels. Compile effective Executive Summaries on files/issues as necessary/appropriate; escalate to RDM/SDR/Claim Leader Ensure appropriate and proactive handling activities in all phases of the claim, including coverage, investigation, case management, reserving, evaluation, negotiation, and file documentation. Ensure thorough coverage evaluations, and detailed analysis that are well documented. Escalate and appropriately communicate coverage issues to Discipline leadership as appropriate. Work within the framework of Chubb ethical and service standards. Fulfill compliance and regulatory requirements (including complaints procedures). Take responsibility for the control mechanisms which are in place and ensure the team is fully aware and engaged in them. Ensure adherence to individual authority grants, all statutory and regulatory requirements and fair claim practices and local compliance requirements, including examiner licensing. Where appropriate, facilitate in claim committee process both as a participant on claims in inventory and as a resource to others. Ensure all files are handled in accordance with all aspects of the Best Practices. Manage authority requests for all experts with an emphasis on building consultants; ensure vendors are routinely provided specific direction as to scope, budget and timely reporting. Oversee preparation of large loss reports, reserve notifications and risk advisory reports to internal partners per guidelines on all eligible claims. As part of the cross-functional leadership team, manage, analyze, and provide insights to this team regarding trends and observations identified during claims settlement, reporting patterns, and forecasted development during severe weather or cat events, and recommendations to the pre-loss assessments or gathered underwriting information that may aid portfolio, quality of risk and post-loss management. Qualifications: Bachelor's Degree or equivalent experience preferred. Demonstrated management and leadership capabilities. 5+ years of customer service experience in a corporate environment required. 5+ years of Insurance Claims experience within residential and commercial property claims. 2+ years of experience as a claim supervisor, claim manager or similar role. Ability to work collaboratively in teams and interact effectively with a diverse range of individuals. Extensive coverage/contract knowledge. Strong analytical and investigative skills. Strong abilities in coverage application, litigation, and contractual relationships. Knowledgeable in damage evaluation for residential and commercial properties; ability to resolve high-exposure claims. Superior verbal and written communication skills, including large-group presentation skills. Licensure Requirement: 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. Company Benefits Highlights: At Chubb, we provide our employees with best-in-class benefits to support their physical, emotional, and financial goals and well-being. We foster a collaborative and inclusive culture with the flexibility to support our employees' needs. Our comprehensive benefits package includes: Competitive compensation and performance-based bonuses Medical, dental, and vision coverage starting on your first day of employment Health savings account (HSA) and flexible spending account (FSA) options Generous paid time off (PTO) 10 paid holidays each year Up to 9% 401(k) contribution from Chubb Tuition and education reimbursement to support lifelong learning Professional training and development programs Stock options for eligible employees

128834 Zurich North America is seeking a results-driven **Strategic Acquisition Executive** to support the acquisition of new F&I Mega dealer accounts. You will be a critical part of our newly formed F&I Large Account Acquisition team, which is focused exclusively on signing new, high-value F&I relationships. Working closely with the Head of F&I Strategic Acquisition and Mega teams you will drive opportunities through the pipeline, deliver compelling proposals, and oversee a smooth transition to local teams post-signature. This position reports to the Head of F&I Strategic Acquisition and we are open to the location anywhere in the United States with travel expected. **Key Responsibilities:** + Collaborate with sales team colleagues (Divisional F&I Managers, F&I Executives, and Account Executives) to identify and qualify F&I Mega dealer prospects across the U.S. + Assist in crafting compelling proposals tailored to each prospect, including gathering relevant data, coordinating input from stakeholders, and supporting presentation delivery. + Act as a liaison between sales and underwriting to ensure alignment and consistency in messaging and strategy during the acquisition process. + Support the Head of F&I Strategic Acquisition in managing the signing process, ensuring all necessary documentation such as the Dealer Agreements are completed accurately and on time. + Work with local teams to ensure a smooth dealer kickoff and facilitate a seamless transition from acquisition through onboarding. + Maintain detailed records of acquisition activities, timelines, and outcomes using Salesforce and other internal tools. Required Qualifications: + Bachelors Degree and 4 or more years of experience in the Sales area OR + High School Diploma or Equivalent and 6 or more years of experience in the Sales area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area Preferred Qualifications: + Demonstrated success acquiring accounts with a track record of sales success + Experience working within a team environment to exceed shared goals + Deep expertise in F&I and Automotive industry + High motivation to drive business growth + Exceptional presentation, collaboration, and communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.The annual salary range, based on performance under the sales incentive plan for this role is $64,600.00 - $105,900.00. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .] **Why Zurich?** At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. **Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Remote Work (US), AM - Delaware Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-REMOTE EOE Disability / Veterans

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations. Key Responsibilities: Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools Analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Qualifications: 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience CFP or CEP designation Very strong attention to detail Strong communication skills, both written and spoken Strong analytical and problem-solving skills General understanding of global financial markets, asset allocation, and portfolio construction Series 7 and 66 licensed required or completion within 6 months of hire 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. NY - Expected base pay rates for the role will be between 160,000 and 270,000 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 CO - Salary range for the position: 160,000 - 270,000 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 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected. 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).

Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions. With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience. We are looking for a Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals. With us, your role will be broadly focused, with the exposure and opportunity to support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude. In this role, you will: Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology Serve as a key representative of IT for projects and initiatives such as Office Moves, Real Estate Initiatives, and Hardware Refreshes, Major Software Roll Outs, Desktop Migrations, and Security Implementations and Compliance issues Train and guide staff on hardware and software usage Ensure patch compliance for PCs Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls Configure and build hardware; install and configure software based on user service requests Document resolution to desktop issues, propose solutions to root cause problems Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment Interact with 3rd party vendors to drive and resolve specific technical problems Manage new hire setups, including coordination and configuration of equipment Assist with new hire orientations and onboard new users from a technology perspective Document resolutions to desktop issues and propose solutions to root cause problems Identify opportunities to improve, automate, or simplify processes or systems Ensure standardization of End User Services to align the EUS catalogue of services globally Qualifications At least 3-5 years of experience in a technical support or related role Strong understanding of PC hardware skills and an interest and eagerness in technology and support for end users Microsoft Certified Desktop Support Technician certification a plus Well versed in desktop tools including O365 Knowledge of Mac OS/Apple iOS Experience setting up printers, monitors and IT cabling Some experience with Active Directory beneficial Ability to document processes and procedures Superior customer service and interpersonal skills Ability to effectively communicate about technology Bachelor's degree in Information Technology, Computer Science, or a related discipline a plus Certifications such as Microsoft Certified Solutions Associate (MSCA), Microsoft Certified IT Professional (MCITP), Microsoft Certified Professional (MCP), Cisco Certified Network Associate (CCNA), CompTIA Security+, ITIL Foundation (or higher) Certification, and/or (ICS)2 Certification a huge plus

Combined Insurance, a Chubb Company, is seeking an Agency Leader in Phoenix, AZ to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date

The primary focus of the role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Market Manager will report into the Market Executive. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch and other assigned branches in the market. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch and other assigned branches in the market through hiring, lateral recruiting and training. Leadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads their Branch in efforts of Sales and results as well as for other assigned branches in the market. Identifies key talent in the Branch and other assigned branches in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for all Financial Advisors in their Branch as well as other assigned branches in order to drive results. Accountability: Accountable for the Branch's sales performance and financial performance as well as other assigned branches. Proactive involvement in lateral and trainee recruiting and development. Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the market through identification of risk issues and ensuring they are escalated appropriately to the market level. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive. Education and/or Experience 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. Licenses and Registrations Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) Other licenses as required for role or by management Skills Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Branch level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Direct: Market Executive Direct Reports: Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis. *All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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. 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).

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 high-performing 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. Position Summary: If you're interested in or have experience in insurance defense, this opportunity may be for you. We are seeking an Associate Legal Counsel to work in our Fresno, CA office location. Our ideal candidate possesses strong self-starter credentials with excellent writing, verbal communication, and organizational skills. Position Responsibilities: * Handles legal work on assigned cases. * Aggressively pursues files referred to Staff Counsel by the Claims Department. * Creates and maintains a documented strategy for case handling in each assigned case to include a synopsis of the intangible factors, i.e. the judge, plaintiff attorney, aggravating factors, etc. * Develops, organizes and maintains document files consisting of pleadings, briefs and memorandums. * Prepares and submits timely status reports to claims handlers on all significant activities as they occur, but at no greater than 60-day intervals. * Ensures that all files are properly documented and organized. * Provides prompt and timely responses to all telephone calls and correspondence. * Utilizes and/or ensures use of case management software for maintaining notes, diary, calendar, billing, etc., on cases assigned to Staff Counsel and in accordance with established Company operating guidelines, procedures and legal and ethical requirements / guidelines. * Performs all other duties as assigned. Position Qualifications: * 1 year of experience as a trial attorney. * Handling of insurance defense work is preferred. * Member of the State Bar, while maintaining all necessary licensing and continuing education requirements. * Required to travel as need. The range for this position is $79,500 to $132,900. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is eligible to receive Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.) 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. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Join Our Talent Pipeline at Chubb!!! Chubb is continuously seeking talented and experienced Auto Claims Adjusters in Personal Lines, Commercial Lines, and Total Loss to join our dynamic team. If you're passionate about delivering exceptional service and want to be part of a world leader in the insurance industry, we want to hear from you! Why Chubb? At Chubb, our mission is to provide superior insurance solutions that foster resilience and security for our clients. Join us in our commitment to excellence, integrity, and respect, and help us make a positive difference in the lives of our clients and communities. Together, we can shape a safer, more secure world. Locations: These position require in-office presence. We are seeking candidates in Phoenix, AZ, Alpharetta, GA, Chesapeake, VA and O'Fallon, MO. What We're Looking For: We are building a pipeline of qualified candidates for upcoming positions in Auto Claims Adjusting. Ideal candidates will have experience in: Personal Auto Claims Commercial Auto Claims Total Loss Claims Key Responsibilities Will Include: Promptly analyzing first reports and contacting insureds/claimants. Evaluating contract language and identifying coverage issues. Developing action plans for timely investigations and loss analyses. Maintaining active file diaries to ensure efficient case resolution. Establishing accurate reserves and managing files toward quick recovery. Adhering to compliance requirements and identifying potential fraudulent claims. Negotiating claim settlements based on factual evaluation. Cultivating strong relationships with internal and external stakeholders. Experience and Skills Needed: Bachelor's Degree or equivalent experience. Minimum of 1 year of Auto Claims Adjusting experience required in Personal, Commercial and/or Total Loss. Strong understanding of insurance contracts, legal requirements, and regulations. Excellent skills in customer service, investigation techniques, and negotiation. Ability to prioritize multiple tasks and work both in-person and remotely. Join Our Talent Pool If you're interested in future opportunities with Chubb, we encourage you to connect with us and submit your resume. By joining our talent pipeline, you'll be among the first to hear about exciting new openings that match your skills and experience! Benefits of Working at Chubb: We offer a best-in-class benefits package that includes: Competitive compensation and performance-based bonuses Medical, dental, and vision coverage starting on your first day Generous paid time off (PTO) and 10 paid holidays each year Up to 9% 401(k) contribution from Chubb Tuition and education reimbursement Professional training and development programs Employee Stock Purchase Plan Ready to take the next step in your career? Apply today, submit your resume and join our talent pipeline. Let's shape the future of insurance together at Chubb!

We are looking for an experienced trader to join Vanguard's Active Investment Grade (IG) Credit Trading and Portfolio Management Team. This is a risk-taking role with significant opportunity and expectations to make valuable contributions to Vanguard's actively managed fixed income funds through collaboration with Portfolio managers, Traders, and Analysts. If you have a strong passion for investing and prior experience in trading or trading-related roles, we want to hear from you! Responsibilities: Negotiate and execute IG corporate bond trades for Vanguard's actively managed fixed income funds while striving for best execution. This is a risk-taking position. Trader can act within a level of discretion set by portfolio managers. Monitor fundamentals and technical valuations to help identify investment opportunities. Recommend trades and strategies to capitalize on ideas. Execute trades, manage risks, and track performance. Proactively interact with credit research analysts while evaluating investment ideas and opportunities. Build and maintain strategic relationships with security dealers, and leverage relationships to improve the operational efficiency and trading execution. Participates in special projects and performs other duties as assigned. Qualifications: At least 3-5 years of trading experience in corporate bonds and/or credit derivatives required. Passion for investing and a consistent track record of value creation through idea generation and innovation. Consistent record of working in a team-based environment. Undergraduate degree in finance or economics or equivalent combination of training and experience required. CFA designation is preferred. Previous computer programming experience or familiarity with programming languages (ie Python) is preferred. ***This is a work from office role Monday-Friday*** Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley's institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting. The Client Relationship Specialist will provide world-class customer service to our institutional client base. The Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client, supporting Branch functions as needed, and assisting in safeguarding client assets. The Client Relationship Specialist is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds, and clients. In order to perform daily business activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65) Licenses. Role Responsibilities Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests Ability to provide a flexible delivery of client procedures for bespoke MFO client needs Onboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs Support non-investment related services including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services) Project manage activities with Fund Services partner Engages in strategic planning with other team members on client matters Focuses strategically on client facing procedures Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians Regularly seek opportunities to use firm resources for peer sharing and collaborating with Investment Officers and Financial Advisors Work across multiple lines of business and operation departments to resolve client issues Qualifications Education and/or Experience College degree preferred 3+ or more years of industry experience preferred Active Series 7, 63 and 65 (or Series 7 and 66) Additional product licenses may be required Experience with multi-family offices and institutions required Experience supporting clients with multiple custodians required Experience with clients with meaningful allocation to alternative investments a plus Knowledge/Skills Detail oriented with superior organizational skills and ability to prioritize tasks Exceptional writing, interpersonal and client service skills Team player with the ability to collaborate with others Strong industry, product and branch procedures knowledge Experience working with multiple third party custodians for one client Experience with portfolio accounting processes Knowledge of applicable compliance rules and regulations and firm policies Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Strong analytical skills and the ability to interpret complex data Self-motivated / self-starter with excellent work ethic Ability to work in a fast-paced, evolving environment Demonstrate leadership skills 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 $70,000 and $115,000 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).

This is an entry level underwriting position within the Underwriting Center. The endorsement underwriter position is responsible for underwriting of endorsement requests and general service inquiries from an assigned portfolio of business. We have multiple openings. Major Responsibilities: * Underwrite all non-commercial express renewal endorsement requests. * Timely adherence to both corporate and local workflows and business strategies. * Timely response to producer inquiries relative to endorsement and service inquires. * Gather/analyze change requests, general service inquiries and endorsement requests emanating from the producer's request. * Adhere to jurisdictional compliance documentation standards and ensure all underwriting documentation is complete. * Basic PC navigation skills including knowledge of Windows operation systems, Lotus Notes and the Internet. * Ability to meet or exceed established performance standards. * Excellent verbal and written skills as well as mathematical aptitude. * Demonstrate strong business acumen and critical thinking skills which lead to confident decision making and judgment abilities. * Ability to prioritize work and perform within time constraints. * Basic knowledge of underwriting principles and policy forms. Education and Experience: * High School Diploma or equivalent * College degree and/or underwriting exposure preferred

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do. Morgan Stanley Private Bank, National Association ("MSPBNA") a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. MSPBNA is seeking to hire candidates for the position of Mortgage Specialist for the Morgan Stanley Home Loans team. As a Mortgage Specialist (MS), you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle. The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership and demonstrates a collaborative pro-active approach is critical for this role. Position can be based: (a) in our Dallas, TX office or (b) Tempe, AZ office Job Description/Position Responsibilities: * Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers * Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process * Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate * Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations * Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title * Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings * Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) * Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary * Provide perspective and feedback relative to client experience enhancements and process efficiencies Qualifications * Requires 2 years in Morgan Stanley Associate Mortgage Specialist role. * Established track record of developing and maintaining Client relationships * Proven track record of meeting individual and organizational loan production goals while maintaining a large client base * High school diploma or equivalent required * Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry ("NMLS") as a mortgage loan originator Skills/Abilities: * Extensive knowledge of mortgage products and client service experience * In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID * Strong communication skills, both written and verbal, and interpersonal skills required * Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly * Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience * Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans. 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).

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement. Role Responsibilities: * Actively develop the team to deliver a high-quality client experience * Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals * Educate the team on changes in policies and procedures * Stay current with new products and services * Handle and resolve client escalations independently * Assist Priority RMs with daily tasks and pipeline management Minimum Qualifications: * Required Education: Bachelor's Degree preferred * Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration * Minimum Years of Experience: 1+ years Preferred Skills: * Series 9/10 licenses & Trader Certification preferred * Possesses strong business development and marketing skills, with a drive to consistently achieve top results * Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools * Highly collaborative in a team-oriented environment * Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment * Proven track record in handling and resolving complex client issues * Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters * Demonstrates self-confidence and the ability to maintain composure in difficult situations * Ability to work independently * Proficient in MS Word, Excel, PowerPoint, and Salesforce 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. 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 E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. 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. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment 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. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 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. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 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. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 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. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. Primary Responsibilities: * Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit * Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets * Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes * Process, review and resolve any exception items to ensure accurate reporting of client investments * Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients * Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy * Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback * Understand and effectively utilize the group's systems, infrastructure, platforms and business processes * Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members * Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians Knowledge and Skills Required: * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments * Detailed understanding of performance calculations, including measurement and attribution * Detailed understanding of alternative investments and their corresponding transactions, including private equity, hedge funds, and direct investments * Must be detail-oriented, with an ability to multi-task and manage competing priorities * Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations * Strong organizational and project management skills * Ability to work independently and effectively on a team, with demonstrated leadership abilities * Technical background with strong analytical and quantitative skills * Exemplary verbal and written communication skills Qualifications * 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other investment reporting platforms a plus * Experience working with complex datasets and relational databases. Experience with Dataiku a plus, but not required * Technical background with strong analytical and quantitative skills; proficient in SQL, Python or Excel VBA a plus * Undergraduate degree in accounting, finance, economics, data, or related field * FINRA Series 7 and 66 is a plus, though not required * Industry designations including CIPM, CFA or significant progress preferred, but not required 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 $57,000 and $115,000 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).

Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

About this job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with: Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.” Customer-facing and/or in-bound phone experience. A learner's mindset and an appetite for financial acumen. Undergraduate degree or equivalent combination of experience, preferred. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with “crew” in mind. We will provide you with: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we're changing the way the world invests. Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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. 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).

Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority. Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's). Communicates directly with agents both verbally (phone) and/or in writing (email) as required. When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation. When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations. Complies with corporate standards, procedures, business strategies and rating plans. Assumes ownership of agent inquiries through to resolution, including those inquiries that are handled in areas outside of Digital Concierge to ensure agent receives a response and is satisfied. Ability to sell and negotiate to achieve profitability for the Company. Assists with all transaction types including, but not limited to: new business, renewals, endorsements, referrals, BORs, rewrites, and cancellations as assigned. Utilizes Small Commercial Inventory Management systems, MS Dynamics, and UW Services mailboxes, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents. Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention. Knowledge and understanding of Commercial Property and Casualty insurance principles and practices. Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers in a multi-cultural environment. Strong Communication Skills, including the ability to provide phone support to our agents. Must be able to listen effectively, confidently and diplomatically express decisions and outcomes, provide agent training when needed, and present effective written communication to varied audiences. Self-motivated; must be able to work independently and within a team/group environment and make logical decisions. Demonstrates initiative as evidenced by ability to organize and prioritize work. Exceptional understanding of principles and processes for providing excellent customer service. This includes meeting established time and quality standards ensuring customer satisfaction Proven analytical skills including the ability to identify and report problems or errors while working with significant amounts of detailed information. Outstanding attention to detail and organizational skills. Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel, Outlook, and Dynamics) needed to conduct daily business. Strong Knowledge of Duck Creek, Marketplace, and Small Commercial Inventory Management systems a plus. Education and Experience High School Diploma College Credits or Insurance Certifications, preferred