Guidehouse jobs in San Marcos, CA - 20 jobs

Job Family: Patient Account Representative Travel Required: None Clearance Required: None What You Will Do: The Insurance Patient Account Representative - Hospital A/R Emphasis is an extension of a client's business office staff. Representatives are responsible for taking in-coming and making out-going calls to patients and insurance companies to resolve account balances. All client policies and procedures are followed. Representatives will perform any and all job-related duties as assigned. This position is classified under a hybrid schedule. Working two days in the San Marcos office and three days from home. Essential Job Functions Hospital Claims Account Review Appeals & Denials Medicare/Medicaid Insurance Follow-up Customer Service Billing UB-04 Duties & Responsibilities Complete all business-related requests and correspondence from patients and insurance companies. Responsible for working on 40 +/- accounts per day Complete all assigned projects in a timely manner. Assist client and patients in all requested tasks. Communicate to Guidehouse management areas of concern or areas of improvement. Research and respond to all patient inquiries received by telephone and mail. Update patient demographic information and initiate account adjustments. Try to resolve account balances to zero prior to accounts being forwarded to an outside agency for collections. What You Will Need: High School Diploma/GED or 3 years of relevant equivalent experience in lieu of diploma/GED 0-2+ years relevant experience within healthcare, insurance, business and/or revenue cycle operations. What Would Be Nice To Have: 1+ year's medical provider experience working with UB04, appeals & denials. Hospital or EOB claims emphasis PC skills in a Windows environment are required. Knowledge and utilization of desktop applications to include Word and Excel is essential. Ability to initiate and follow through on projects and work independently with minimal supervision required. #IndeedSponsored #LI-DNI The annual salary range for this position is $38,000.00-$63,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Join our dynamic Sales and Account Management team in San Diego as an intern focused on market analysis, engagement strategies, and outreach support. This internship offers hands-on experience in applying data-driven insights to real-world business challenges, supporting our team's growth and client engagement efforts. This is an entry-level, 10-week, full-time internship expected to begin in June and end in August. Work may be done remotely from any U.S. location. Pay is expected to be $23 per hour. At this time, we are unable to provide housing nor relocation assistance for this position. Key Responsibilities: Market Analysis: Use data analytics to identify market trends, customer segments, and growth opportunities for the San Diego region. Engagement Strategies: Support the development and execution of targeted outreach campaigns, leveraging insights to optimize client engagement and retention. Outreach Support: Assist the team in preparing client communications, presentations, and reports. Help track and analyze outreach effectiveness using CRM and analytics platforms. Collaboration: Work closely with Sales, Account Management, and Marketing teams to align strategies and deliver actionable recommendations. Reporting: Summarize findings and present actionable insights to team leadership, supporting data-driven decision-making. Minimum Qualifications: At least 30 completed college-level credit hours (preferably in Business, Marketing, Data Analytics, or related field) Candidate must be a US citizen, reside in the U.S., be authorized to work in the U.S., and all work must be performed in the U.S. per contract requirements. Preferred Qualifications: Strong analytical and communication skills Experience with Excel, PowerPoint, and data visualization tools Interest in business and sales Familiarity with CRM platforms (e.g., Salesforce) Experience with market research or data analysis projects Ability to work independently and as part of a team Strong organizational skills and attention to detail Ability to attend occasional meetings at San Diego, CA office Perks: Dedicated mentorship from experienced team members Hands-on experience with business analytics tools Access to training resources and workshops Networking opportunities with sales and account management professionals Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $37,855.00 - $64,354.00San Diego, CA (CA74)

Job Title: Energy Environment and Infrastructure (EEI) Operations Analyst Reports To: Operations Lead for Environment & Planning Division Please submit a writing sample- Please demonstrate your ability to inform and communicate requirements and/or request information from a large, diverse group of employees (diversity in job roles, levels, geographies, etc.). Please provide the intended audience and goal of your communication. Examples would include an email, presentation, or newsletter. Ready to make a difference? ICF is seeking a highly motivated Operations Analyst to support the Environment & Planning (E&P) Division. This role will report to the EEI Operations team to support business operations and help execute internal communications and employee engagement. This is a hands-on role ideal for someone who is highly detail-oriented, a strong communicator verbally and in writing, thrives in a collaborative environment, has a strong client service orientation, and is also capable of working independently with minimal supervision. Why you will love working here: Quality of life: Flexible workplace arrangements, work-life balance Investment in the community: Donation matching, volunteer opportunities Investment in you: Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan And many, many more (Ask your recruiter for more details!) Key Responsibilities: Support the Operations Lead and Group-level Communications Lead to execute a comprehensive communication and engagement plan and schedule in support of the Environment & Planning Division Coordinate Quarterly Division-wide All Hands meetings under the direction of the Operations Lead: Manage invitations and agendas Prepare and support presenters Create and finalize PowerPoint presentations Share meeting recordings and follow-ups Coordinate Division conference attendance: Update conference tracker Manage conference approvals Communicate with conference attendees regarding approval, billing information, and more Provide leadership with a quarterly report of all approved conference costs Coordinate employee engagement programs, including but not limited to: Employee connectivity program Division Book Club Division Mascot Program & Annual Awards Distribution of marketing collateral for conferences and other meetings Publication Awards program Support SharePoint site creation, permissions management, and project file creation Support the procurement process and other related business needs Serve as a back-up for other EEI Operations team members, as needed Participate in Division and Line of Business (LOB) meetings and contribute to preparations and follow-up activities Assist with additional EEI Operations and E&P Division priorities, as requested Coordinate with corporate services such as subcontracts, accounts payable, procurement, and IT Limited travel required Basic Qualifications: Bachelor's degree 2+ years of experience in administration and/or business operations 2+ years of experience in corporate-level communications Preferred Attributes: Resourceful and self-motivated Exceptional written and verbal communication skills Strong collaboration skills with the ability to work independently Expert in Microsoft Office 365 and Windows Excellent customer service and relationship-building abilities Highly organized with strong time management and attention to detail Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $67,063.00 - $114,008.00California Remote Office (CA99)

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Family: Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Active Secret What You Will Do: Our DOD Financial Management Consultant helps federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. Supports audit remediation activities, such as developing/updating process documentation, Standard Operating Procedures, and developing/implementing corrective action plans to address findings. Performs recurring testing, such as testing internal controls, designing and executing Managers Internal Controls Programs (A-123). Provides targeted area support based on Component (e.g., performing root cause analysis for journal vouchers and FBWT variances, conducting PP&E audit remediation, etc.). Applies federal accounting, financial management, and audit knowledge/expertise when assisting with the development of solutions and providing recommendations to client. The project team supports the Department of Defense (DOD) entity, and works across its multiple systems and processes. The individual would learn about the Federal accounting and audit processes, working with other component office teams and the headquarters team to trace and document auditability from the financial statement to the operational functions. The candidate would be expected to build an understanding of accounting and financial processes and will be responsible for handling large volumes of data in excel, financial systems, or other databases. The candidate would need to be adaptable to learn Federal audit standards, DOD processes, and internal controls standards, which will be applied to document, recommend process improvement and implement process improvements to reach audit readiness. This is a great opportunity for an individual looking to move into or grow a career in Federal financial management and will provide the opportunity for long-term career trajectory in Federal financial consulting. What You Will Need: * An ACTIVE and MAINTAINED SECRET Federal or DoD security clearance. * Bachelor's degree in Accounting, Finance, Data Analytics, or Business or related business field * TWO (2) or more years of relevant experience in financial, auditing, accounting or business (YOE will determine level of potential hire) What Would Be Nice To Have: * Advanced Degree * Interest in obtaining CPA, CGFM or related credential * DOD experience, financial, systems, audit, and/or operational process understanding * Performing financial statement audits, audit readiness services or audit remediation and sustainment services within DoD or another Federal Government agency or department. The annual salary range for this position is $89,000.00-$148,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

**Energy Efficiency Programs ** **Ready to make a difference? ** ICF is growing its energy program implementation team to support new and existing contracts in the region. Our clients include energy utilities, recognizable Fortune 500 corporations, and a variety of Federal, State, and local governmental agencies. We are seeking an Energy Engineer to support our energy efficiency and electrification programs in California and the Southwest US. **Why you will love working here: ** + **Quality of life:** Flexible workplace arrangements, work-life balance + **Investment of the community:** Donation matching, volunteer opportunities + **Investment in you:** Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan + **And many, many more** (Ask your recruiter for more details!) **What you will be doing:** + Work with customers, vendors, account reps, and cooperatives to develop energy efficiency and/or electrification projects in utility-sponsored programs, which include agriculture, multifamily, commercial, and industrial. + Perform field audits to understand and document the customer's current operations and motivations, while identifying opportunities to implement energy efficiency and/or electrification. + Work with customers and other stakeholders to scope the potential opportunities + Perform technical calculations to quantify the baseline and measure case conditions and potential savings, cost, and other relevant parameters. + Write detailed reports documenting existing conditions, proposed measures and as built operating conditions, project savings and other cost effectiveness parameters. + Conduct site inspection to verify installation and operation of energy efficient equipment. + Perform cost effectiveness calculations of various energy efficiency measures using the CEDARS cost effectiveness tool. **What we need you to have (minimum qualifications): ** + Bachelor's Degree in Engineering, Energy Resources, Physical Sciences or related discipline + 1+ year(s) of energy efficiency experience performing engineering calculations, field work related to HVAC, lighting, pumping, water heating, cooking, process and/or related energy efficiency measures **What we would like you to have (preferred qualifications):** + Demonstrated familiarity with California deemed and custom project requirements. + Technical consulting experience. + Field experience working on multifamily, commercial, agricultural, industrial, energy efficiency or related equipment. + Demonstrated familiarity with California energy regulatory policy including CPUC funded efficiency programs and building/equipment energy codes including Title 20 and Title 24. + Familiarity with both electric and natural gas end use equipment as it applies to multifamily/commercial/agricultural/industrial. + Familiarity with whole building modeling tools, including Energy Plus, eQuest, EnergyPro, and/or other whole building energy modeling tools. + Experience using the eTRM or TRM system(s) for measure package development. + Home Energy Score Assessor & Quality Assurance Provider, ECC Rater, Building Performance Institute (BPI): BA-T, BA-P, QC, Energy Auditor, and/or Healthy Home Evaluator Credential(s). **Professional skills you will use:** + Excellent verbal, interpersonal and written communication skills. + Strong analytical, problem-solving, and decision-making capabilities. + Sound business ethics, including the protection of proprietary and confidential information. + Ability to work with all levels of internal staff, as well as clients and vendors. + Proficiency in MS Office Applications (Word, PowerPoint, Project, Access, Outlook, Excel). + Ability to manage multiple projects simultaneously. **Working at ICF** ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO (******************************************************* policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination righ t s or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. **Candidate AI Usage Policy** At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com . We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. **Pay Range** - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $73,770.00 - $125,408.00 California Remote Office (CA99)

Location: Must be located within Los Angeles, Orange, San Bernardino, Riverside, Imperial, or San Diego Counties to be considered Ready to make a difference? We are seeking a dedicated and experienced Program Manager to join our Southern California Equitable Building Decarbonization team. This role requires regular travel across Los Angeles, Orange, San Bernardino, Riverside, Imperial, and San Diego Counties. The ideal candidate will have a strong background in working with community-based organizations and a deep understanding of the needs of residential customers undergoing significant home upgrades related to electrification or energy efficiency. As a pivotal member of our team, the Program Manager will oversee the deployment of thousands of residential electrification programs across Southern California. This role involves meeting with local communities, community-based organization partners, contractors and vendors, as well as homeowners and property managers, to drive the adoption of affordable decarbonization solutions for low-income customers. The successful candidate must be an expert program manager with excellent consulting skills, stakeholder management, and facilitation skills. Additionally, they must have a deep understanding of the policy priorities driving the need to decarbonize the residential sector and the barriers that need to be overcome. Why you will love working here: * Quality of life: Flexible workplace arrangements, work-life balance * Investment of the community: Donation matching, volunteer opportunities * Investment in you: Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan * And many, many more (Ask your recruiter for more details!) What you will be doing: * Lead and manage decarbonization projects across Southern California, ensuring alignment with the team's goals and objectives. * Collaborate with community-based organizations to develop and implement programs that address the unique needs of residential customers. * Oversee the planning, execution, and monitoring of home upgrade projects, ensuring they meet energy efficiency and electrification standards. * Engage with stakeholders, including local governments, utilities, and community groups, to promote and support decarbonization initiatives. * Conduct regular site visits and travel across the specified counties to ensure project progress and address any issues that arise. * Provide technical assistance and guidance to residential customers, helping them navigate the process of home upgrades. * Monitor and report on project performance, including energy savings, customer satisfaction, and overall impact. * Meet with local communities, community-based organization partners, contractors, vendors, homeowners, and property managers to drive the adoption of affordable decarbonization solutions for low-income customers. * Coordinate with client to ensure all program objectives are met as needed. * Lead direct support of client outreach, meetings and ad hoc requests including, weekly and monthly client meetings. * Support monthly invoicing, reporting, and subcontractor activities. * Travel Requirements: Must have reliable vehicle for local travel up to 25% of the time Los Angeles, Orange, San Bernardino, Riverside, Imperial, and San Diego Counties (reimbursement for mileage provided). What we need you to have (minimum qualifications): * Bachelor's degree in Business Administration, Environmental Science, Energy, Engineering or related subject (or applicants can substitute one year of related experience for one year of education) * 8+ years experience in program management, particularly in the fields of energy efficiency, electrification, decarbonization and/or related * 2+ years experience in consulting, stakeholder management and/or meeting facilitation * Must have a valid driver's license and successfully pass a Motor Vehicle Records (MVR) check. What we would like you to have (preferred qualifications): * Experience with grant writing and securing funding for community-based projects. * Familiarity with building codes and standards related to energy efficiency and electrification. * Technical knowledge of home energy systems, including HVAC, insulation, and renewable energy technologies. * Deep understanding of the policy priorities driving the need to decarbonize the residential sector and the barriers that need to be overcome. * Knowledge of local, state, and federal policies related to energy efficiency and decarbonization. * Strong background in working with community-based organizations and understanding the needs of residential customers. * Experience managing California Energy Commission (CEC) and US Department of Energy (DOE) Awards. Professional skills you will use: * Strong communication and interpersonal skills, with the ability to engage and collaborate with diverse stakeholders. * Excellent project management skills, with the ability to manage multiple projects simultaneously. #Indeed #LI-CC1 Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $108,006.00 - $183,610.00 California Remote Office (CA99)

Job Family: PFS General Travel Required: None Clearance Required: None What You Will Do: The Credit Balance Specialist will manage credit balance workloads and respond and follow-up on external and internal inquires in a timely manner. Upon completion of training in the office Monday thru Friday, this position offers an attractive hybrid schedule working two days in the San Marcos, CA office and three days from home. Timely and accurately resolves credit balances. Process internal and external refund requests. Identify trends and escalate where appropriate. Maintain accurate, clear, concise and complete account notes and other relevant information. Respond to requests for information and resolve accounting discrepancies. Resolves unidentified payments through research. Client Responsibility: Research and respond to all patient inquiries received by telephone and mail. Update patient demographic information and initiate account adjustments. Try to resolve account balances to zero prior to accounts being forwarded to an outside agency for collections. What You Will Need: High School Diploma / GED or 3 years of relevant equivalent experience in lieu of diploma / GED. 0-2+ years working within the following sectors: healthcare, insurance, business, finance or customer service. Working knowledge can be of the following: insurance claims, billing, coding, follow-up, finance, accounting or customer service related responsibilities. What Would Be Nice To Have: Credit balance experience within a hospital background PC skills in a Windows environment. Knowledge and utilization of desktop applications to include Word and Excel. Ability to initiate and follow through on projects and work independently with minimal supervision. #IndeedSponsored #LI-DNI The annual salary range for this position is $38,000.00-$63,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

**Ready to Make an Impact? Join ICF as an Independent Engineer Project Manager in Q1 2026!** ICF is looking for a seasoned **Independent Engineer Project Manager** to lead technical due diligence and advisory services for **utility-scale solar and battery energy storage (BESS) projects** . In this role, you'll be a trusted partner to lenders, tax equity investors, and other financing stakeholders - providing unbiased engineering assessments that drive smart financial decisions and ensure project success from development through operation. As part of our dynamic team, you'll coordinate multi-disciplinary experts, engage directly with clients, and help grow our independent engineering and owner's advisory practice. You'll work alongside passionate professionals delivering high-value technical insights and practical solutions to mitigate risks and overcome challenges in the clean energy space. **Why ICF?** Our **Technical Advisory** sub-LOB supports strategic investments, portfolio management, operational planning, and market development across the energy sector. We collaborate with divisions focused on power markets, environmental planning, and sustainability - integrating deep industry expertise with advanced consulting and analytical skills to accelerate the energy transition. **What You'll Do** + Lead technical due diligence and oversee construction and completion monitoring for energy and infrastructure assets. + Manage client relationships and serve as a trusted advisor. + Provide technical direction to multi-disciplinary project teams. + Deliver high-quality work on time and within budget. + Ensure client satisfaction and foster long-term partnerships. + Support business development through opportunity identification, proposal development, and market engagement. + Stay ahead of industry trends and emerging technologies. **Minimum Qualifications** + Bachelor's degree in engineering (Mechanical, Electrical, Civil) or related field. + 5+ years of experience as an Independent Engineer managing utility-scale solar projects. + Experience writing Independent Engineering Reports supporting financing and tax equity investments. + Consulting experience, project financing, technical due diligence, and client-facing responsibilities. + Travel required to client sites. **Preferred Qualifications** + Master's degree in engineering or related field. + Experience as an Independent Engineer managing utility-scale BESS projects. + Experience reviewing PPA, O&M, & Interconnection Agreements. + Data Center interconnection experience. + Professional Engineer (PE) license and/or PMP certification. + Business development experience. **Working at ICF** ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO (******************************************************* policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination righ t s or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. **Candidate AI Usage Policy** At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com . We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. **Pay Range** - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $89,649.00 - $152,404.00 Nationwide Remote Office (US99)

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $55,000.00 and $90,000.00 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Energy Efficiency Programs Ready to make a difference? ICF is growing its energy program implementation team to support new and existing contracts in the region. Our clients include energy utilities, recognizable Fortune 500 corporations, and a variety of Federal, State, and local governmental agencies. We are seeking an Energy Engineer to support our energy efficiency and electrification programs in California and the Southwest US. Why you will love working here: * Quality of life: Flexible workplace arrangements, work-life balance * Investment of the community: Donation matching, volunteer opportunities * Investment in you: Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan * And many, many more (Ask your recruiter for more details!) What you will be doing: * Work with customers, vendors, account reps, and cooperatives to develop energy efficiency and/or electrification projects in utility-sponsored programs, which include agriculture, multifamily, commercial, and industrial. * Perform field audits to understand and document the customer's current operations and motivations, while identifying opportunities to implement energy efficiency and/or electrification. * Work with customers and other stakeholders to scope the potential opportunities * Perform technical calculations to quantify the baseline and measure case conditions and potential savings, cost, and other relevant parameters. * Write detailed reports documenting existing conditions, proposed measures and as built operating conditions, project savings and other cost effectiveness parameters. * Conduct site inspection to verify installation and operation of energy efficient equipment. * Perform cost effectiveness calculations of various energy efficiency measures using the CEDARS cost effectiveness tool. What we need you to have (minimum qualifications): * Bachelor's Degree in Engineering, Energy Resources, Physical Sciences or related discipline * 1+ year(s) of energy efficiency experience performing engineering calculations, field work related to HVAC, lighting, pumping, water heating, cooking, process and/or related energy efficiency measures What we would like you to have (preferred qualifications): * Demonstrated familiarity with California deemed and custom project requirements. * Technical consulting experience. * Field experience working on multifamily, commercial, agricultural, industrial, energy efficiency or related equipment. * Demonstrated familiarity with California energy regulatory policy including CPUC funded efficiency programs and building/equipment energy codes including Title 20 and Title 24. * Familiarity with both electric and natural gas end use equipment as it applies to multifamily/commercial/agricultural/industrial. * Familiarity with whole building modeling tools, including Energy Plus, eQuest, EnergyPro, and/or other whole building energy modeling tools. * Experience using the eTRM or TRM system(s) for measure package development. * Home Energy Score Assessor & Quality Assurance Provider, ECC Rater, Building Performance Institute (BPI): BA-T, BA-P, QC, Energy Auditor, and/or Healthy Home Evaluator Credential(s). Professional skills you will use: * Excellent verbal, interpersonal and written communication skills. * Strong analytical, problem-solving, and decision-making capabilities. * Sound business ethics, including the protection of proprietary and confidential information. * Ability to work with all levels of internal staff, as well as clients and vendors. * Proficiency in MS Office Applications (Word, PowerPoint, Project, Access, Outlook, Excel). * Ability to manage multiple projects simultaneously. Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $73,770.00 - $125,408.00 California Remote Office (CA99)

Job Family: Power Systems Engineering Consulting Travel Required: Up to 25% Clearance Required: None What You Will Do: The Managing Consultant Transmission & Distribution (T&D) Technical Services plays a key role in leading, developing, proposing, and delivering solutions related to the Transmission and Distribution (T&D) energy grids. The Managing Consultant-T&D Technical Services position is a highly challenging role that draws heavily upon all of the analytical, creative, and interpersonal skills essential to delivering effective regulatory and general strategy consulting engagements. It is essential for the Managing Consultant-T&D Technical Services to lead and have the ability to assume complete ownership of projects while at the same time being a part of a technical team. The Managing Consultant-T&D Technical Services will also function as an advisory consultant and must organize their own tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. The Managing Consultant-T&D Technical Services must organize all tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. As our clients are often large with complex systems, the Managing Consultant-T&D Technical Services must demonstrate considerable potential to have the poise, independence, and business maturity to perform effectively and add value in the client environment. Key Responsibilities: * Lead and perform data analysis, technical engineering reviews, power systems modeling, and/or primary data collection. * Fact-finding, research, and analysis on energy-related activities. * Familiarity with or ability to quickly grasp various transmission planning concepts, practices and procedures, and ability to apply Transmission Planning reliability criteria to perform analysis. * Develop and perform power systems analysis including transmission planning feasibility studies, System Impact Studies and Generator Interconnection Studies. * Build, enhance, and perform Steady State, Dynamic Stability Simulation, Voltage Stability Simulation, and Short Circuit Analysis. * Research thermal overloads and help recommend mitigations / transmission upgrades. * Effectively communicate solutions and new strategies to clients and stakeholders. * Oversee and develop / fine tune dynamic models for conventional and inverter-based resources (IBRs) and implement them for stability/transient simulation-based analysis. * Mentor junior consultants in expanding their individual know-how and business acumen on energy markets, business development and client management skills. What You Will Need: * Must be a US Citizen or US Permanent Resident due to nature of client engagements and critical infrastructure data. * Managing Consultant-Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus years post-graduation work experience in the Utilities industry; Or Master's degree in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-graduation work experience in the Utilities industry; Or PhD in electrical or power systems engineering from an accredited university or college AND One (1+) plus year post-graduation work experience in the Utilities industry. * Associate Director-Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Seven (7+) plus years post-graduation work experience in the Utilities industry; Or Master's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus year post-graduation work experience in the Utilities industry; Or PhD in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-doctoral work experience in the Utilities industry. * Technical understanding of or the ability to learn various power systems engineering tools such as PSLF / POWERWORLD Simulator/ PSSE / ASPEN / TARA/ CAPE / DSATools / PSCAD or EMPT * In-depth knowledge of transmission and distribution systems from a planning and operations standpoint. * Familiarity with and ability to quickly become adept at FERC, NERC, and state regulatory requirements and processes. * Excellent oral and written communication skills. * Outstanding analytical and problem-solving skills. * Ability to travel. * Ability to work onsite in Guidehouse Office or Client Office location. What Would Be Nice To Have: * Preference will be given to candidates within reasonable driving distance of a core Guidehouse Office or Client Office location. * Post graduation work experience using one or more of the following power systems engineering tools: PSLF, POWERWORLD Simulator, PSSE, ASPEN, TARA, CAPE, DSA Tools, PSCAD or EMTP. * Post graduation consulting experience within the utilities industry. * Working knowledge of ISO/RTO operations and functions, especially western markets and CAISO * Knowledge of resource interconnection and expansion planning practices and protocols * Familiarity with transmission development, including competitive development * Ability to code and knowledge of coding languages such as R, Python, VA, SQL #LI-RE1 The annual salary range for this position is $118,000.00-$196,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Ready to Make an Impact? Join ICF as an Independent Engineer Project Manager in Q1 2026! ICF is looking for a seasoned Independent Engineer Project Manager to lead technical due diligence and advisory services for utility-scale solar and battery energy storage (BESS) projects. In this role, you'll be a trusted partner to lenders, tax equity investors, and other financing stakeholders - providing unbiased engineering assessments that drive smart financial decisions and ensure project success from development through operation. As part of our dynamic team, you'll coordinate multi-disciplinary experts, engage directly with clients, and help grow our independent engineering and owner's advisory practice. You'll work alongside passionate professionals delivering high-value technical insights and practical solutions to mitigate risks and overcome challenges in the clean energy space. Why ICF? Our Technical Advisory sub-LOB supports strategic investments, portfolio management, operational planning, and market development across the energy sector. We collaborate with divisions focused on power markets, environmental planning, and sustainability - integrating deep industry expertise with advanced consulting and analytical skills to accelerate the energy transition. What You'll Do * Lead technical due diligence and oversee construction and completion monitoring for energy and infrastructure assets. * Manage client relationships and serve as a trusted advisor. * Provide technical direction to multi-disciplinary project teams. * Deliver high-quality work on time and within budget. * Ensure client satisfaction and foster long-term partnerships. * Support business development through opportunity identification, proposal development, and market engagement. * Stay ahead of industry trends and emerging technologies. Minimum Qualifications * Bachelor's degree in engineering (Mechanical, Electrical, Civil) or related field. * 5+ years of experience as an Independent Engineer managing utility-scale solar projects. * Experience writing Independent Engineering Reports supporting financing and tax equity investments. * Consulting experience, project financing, technical due diligence, and client-facing responsibilities. * Travel required to client sites. Preferred Qualifications * Master's degree in engineering or related field. * Experience as an Independent Engineer managing utility-scale BESS projects. * Experience reviewing PPA, O&M, & Interconnection Agreements. * Data Center interconnection experience. * Professional Engineer (PE) license and/or PMP certification. * Business development experience. Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $89,649.00 - $152,404.00 Nationwide Remote Office (US99)

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer 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 $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**Job Family** **:** Power Systems Engineering Consulting **Travel Required** **:** Up to 25% **Clearance Required** **:** None **What You Will Do** **:** The **Managing Consultant** Transmission & Distribution ( **T&D** ) **Technical Services** plays a key role in leading, developing, proposing, and delivering solutions related to the Transmission and Distribution (T&D) energy grids. The **Managing Consultant-T&D Technical Services** position is a highly challenging role that draws heavily upon all of the analytical, creative, and interpersonal skills essential to delivering effective regulatory and general strategy consulting engagements. It is essential for the **Managing Consultant-T&D Technical Services** to lead and have the ability to assume complete ownership of projects while at the same time being a part of a technical team. The **Managing Consultant-T&D Technical Services** will also function as an advisory consultant and must organize their own tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. The **Managing Consultant-T&D Technical Services** must organize all tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. As our clients are often large with complex systems, the **Managing Consultant-T&D Technical Services** must demonstrate considerable potential to have the poise, independence, and business maturity to perform effectively and add value in the client environment. **Key Responsibilities:** + Lead and perform data analysis, technical engineering reviews, power systems modeling, and/or primary data collection. + Fact-finding, research, and analysis on energy-related activities. + Familiarity with or ability to quickly grasp various transmission planning concepts, practices and procedures, and ability to apply Transmission Planning reliability criteria to perform analysis. + Develop and perform power systems analysis including transmission planning feasibility studies, System Impact Studies and Generator Interconnection Studies. + Build, enhance, and perform Steady State, Dynamic Stability Simulation, Voltage Stability Simulation, and Short Circuit Analysis. + Research thermal overloads and help recommend mitigations / transmission upgrades. + Effectively communicate solutions and new strategies to clients and stakeholders. + Oversee and develop / fine tune dynamic models for conventional and inverter-based resources (IBRs) and implement them for stability/transient simulation-based analysis. + Mentor junior consultants in expanding their individual know-how and business acumen on energy markets, business development and client management skills. **What You Will Need** **:** + Must be a US Citizen or US Permanent Resident due to nature of client engagements and critical infrastructure data. + **Managing Consultant** -Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus years post-graduation work experience in the Utilities industry; **Or** Master's degree in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-graduation work experience in the Utilities industry; **Or** PhD in electrical or power systems engineering from an accredited university or college AND One (1+) plus year post-graduation work experience in the Utilities industry. + **Associate Director** -Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Seven (7+) plus years post-graduation work experience in the Utilities industry; **Or** Master's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus year post-graduation work experience in the Utilities industry; **Or** PhD in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-doctoral work experience in the Utilities industry. + Technical understanding of or the ability to learn various power systems engineering tools such as PSLF / POWERWORLD Simulator/ PSSE / ASPEN / TARA/ CAPE / DSATools / PSCAD or EMPT + In-depth knowledge of transmission and distribution systems from a planning and operations standpoint. + Familiarity with and ability to quickly become adept at FERC, NERC, and state regulatory requirements and processes. + Excellent oral and written communication skills. + Outstanding analytical and problem-solving skills. + Ability to travel. + Ability to work onsite in Guidehouse Office or Client Office location. **What Would Be Nice To Have** **:** + Preference will be given to candidates within reasonable driving distance of a core Guidehouse Office or Client Office location. + Post graduation work experience using one or more of the following power systems engineering tools: PSLF, POWERWORLD Simulator, PSSE, ASPEN, TARA, CAPE, DSA Tools, PSCAD or EMTP. + Post graduation consulting experience within the utilities industry. + Working knowledge of ISO/RTO operations and functions, especially western markets and CAISO + Knowledge of resource interconnection and expansion planning practices and protocols + Familiarity with transmission development, including competitive development + Ability to code and knowledge of coding languages such as R, Python, VA, SQL \#LI-RE1 The annual salary range for this position is $118,000.00-$196,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer 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 $34,320.00 and $90,000.00 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer 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 $55,000.00 and $90,000.00 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Add jd 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).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000.00 and $85,000.00 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).