Customer Service
Paychex Job In Fairfax, VA
• Contributes to the development and maintenance of standards, policies and procedures regarding customer
service
• Regularly provides feedback on the soundness and effectiveness of the customer service department's
policies and procedures.
• Facilitates the collection of competitive information in order to monitor business trends and opportunities.
• Adheres to all corporate policies, guidelines and statutory requirements and recommends to senior
management adoption and/or changes to policies and guidelines to reflect circumstances within the
customer service area.
• Responsible for being familiar with the organization's by-laws in order that all recruitment and retention
decisions are made within by-law boundaries.
• Responsible for actively ensuring the retention of the organization's customer base which includes
promoting the organization to existing customers.
• Works with the organization's other branch/regional offices to resolve problems, facilitate solutions and
enhance customer service offerings.
• Prepares, generates and distributes daily reports and order acknowledgements to appropriate personnel.
• Responsible for notifying administration of any required updates of customer records on the organization's
internal database.
• Provides back-up support to other group members in the performance of job duties as required.
• Supports/participates in the organization's Continuous Improvement Program.
• Answers customer inquiries/communications as required.
• Attends regular customer service departmental meetings.
• Advises internal staff of advertisements and campaigns that affect retention.
• Maintains detailed call activity reports and provides them to the Customer Service Manager on a regular basis.
• Provides activity/statistical summary reports each week to Customer Service Manager.
• Co-ordinates the organization's involvement in internal and external trade shows.
• Conducts follow up phone calls to survey respondents who have concerns or questions.
• Performs other related duties as assigned by management.
Payroll Administrator
Paychex Job In Fairfax, VA
Payroll Administrator understands basics of common local, state, federal and or country payroll requirements and demonstrates a fundamental understanding of the payroll processing operations and key performance indicators that drive business. Role demonstrates an understanding of the payroll processing tools (ERP, HR and Payroll, and time reporting) and the ability to use these appropriately to perform their tasks supporting New Hires, Terminations, Military Pay, Special Pay, Deductions and Banking. In addition, this role must demonstrates a basic understanding of generally accepted accounting principles (GAAP) and basic understanding of organizational industry standards specific internal control concepts and principles. This position will support and rotate assignments within the Employee Data Maintenance function.
In addition to the responsibilities identified above this position is responsible for supporting and providing internal customer support for the transactions supported as well as general payroll inquiries through various Customer Service channels, which makes up 30 - 35% of this position's job requirements. Customer Service is offered through telephone (ACD) and email employees. The candidate must have intimate knowledge and experience of customer service, be able to express empathy, and speak clearly and concisely, with both a polite and friendly attitude at all times, in both verbal and written communications. Service Level Objectives are set and monitored with this position. The candidate must be able to manage support of these inquires in parallel with their other duties.
Director Service Technology
Norfolk, VA Job
ADP is hiring a Director of Service Technology.
Are you empathic to client needs, your team, and internal partners to drive success while making hard calls and bold moves?
Are you intrigued by technology and how it can help solve business problems?
Are you a leader looking to transform a team as it faces new opportunities at an ever-increasing pace?
Well, this may be the role for you.
In this role, you will be responsible for the success of the HROs Omni Channel communications program. This program includes Genesys Voice and Chat channels and IVR as well as Co-Browse and aligns with Salesforce as the HCM platform. You will lead a team that maintains and supports these networks throughout the HRO. You will be responsible for leading the team through implementing new and innovative technologies in your space and aligning with leaders across the HRO for successful rollouts of these new platforms and features. You carry the weight of ADP's service reputation and client satisfaction in your hands.
Every day, you will use your technical awareness and ADP partnerships to lead and align your team and business stakeholders to incorporate and support innovative and enhanced product capabilities. You will leverage your leadership expertise to establish the direction of your team's daily activities, coach and develop your team members, create an overall productive and enjoyable working environment for your team, and manage and resolve partner escalations.
To thrive in this role, you will have a communication style that builds rapport and establishes trust with your stakeholders and your team making it easy to understand and take action on your initiatives. Your aptitude for technology will shine. Pace should not scare you. As a result, your team and stakeholders will lean into your vision and lean into you for their confidence in our communications strategy. You will find not only a career here but lasting friendships in a company that values inclusion.
A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about DEI at ADP on our YouTube channel: *****************************
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: ******************************************
What you'll do:
What you can expect on a typical day:
Functional Area Support. You will help the HRO's various functional areas manage their communications strategies through IVR, Genesys Voice and Chat channels, and Co-Browse solutions. This may include enhancements to systems or changes to current routing options based on business changes or uncovered challenges. Support might also involve your team partnering with CAET or other ADP partners to resolve individual user issues as they arise.
Team Organization. You will provide team members leadership, guidance, and direction to ensure quality work and tasks are completed according to scheduled timelines. You will align your team with the most important programs and projects. This may include detailed program management for new functionality as well as ongoing product training for new associates and continuing education for existing associates.
Learn. You will maintain a current knowledge of the technologies involved in Omni Channel communications, including those that are being utilized by the Enterprise, as well as the potential for emerging technologies.
Experience: You have 8+ years of experience in relevant skills gained and developed in the same or similar role.
TO SUCCEED IN THIS ROLE:
At least two years of administrator experience with Genesys or similar technology.
Technical support experience.
A working knowledge of Genesys chat and IVR or similar technologies.
Excellent leadership and people management skills, with at least one year of experience as a team leader or manager.
Experience documenting process flows in PowerPoint or Visio and articulating them.
Strong communication and collaboration skills and experience engaging with leaders and stakeholders at all levels of the organization, problem-solving, planning, system administration, and a strong customer service focus.
You will have a Bachelor's degree or equivalent.
For additional comfort in the role:
Product or Project Management experience.
Experience leading a technical support team.
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be owners, and challenge one another's ideas to find the best solution.
Deliver at epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity.
Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes.
Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft.
Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation.
Join a company committed to equality and equity. Our goal is to impact lasting change through our actions.
What are you waiting for? Apply today!
Find out why people come to ADP and why they stay: ****************************
(ADA version: **************************** )
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.
Associate Sales Engineer
Tysons Corner, VA Job
MicroStrategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate.
But that's not all. MicroStrategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, MicroStrategy's stock has outperformed every company in the S&P 500.
Our people are the core of our success. At MicroStrategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence.
Our corporate values-bold, agile, engaged, impactful, and united-are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued.
Join us and be part of an organization that lives and breathes innovation every day. At MicroStrategy, you're not just another employee; you're a crucial part of a mission to push the boundaries of analytics and redefine financial investment.
Job Description:
The Associate Sales Engineer is responsible for supporting Sales and Sales Engineers in demonstrating to customers and prospects that our platform is technically capable to satisfy their business requirements. The Associate SE will assist in building Proof of Concepts and presentations, support corporate events, build assets for the SE community, research topics related to comp intel and technologies relevant to analytics. The Associate Sales Engineer is preparing to independently run technical evaluations; therefore, he/she will be shadowing SEs on customer meetings both onsite and remote, and will deliver presentations and technical demonstrations internally and at corporate sponsored events.
Job Duties (include but not limited to):
Assist in the creation, customization and delivery of presentations, demonstrations and proof-of-concepts that illustrate MicroStrategy's technical fit, value and differentiation for customers, partners and prospects.
Assist in RFP and RFI responses.
Support corporate sales and marketing events.
Understand and incorporate knowledge of the competitive landscape in positioning MicroStrategy products.
Contribute to the MicroStrategy online community by posting ideas and /or answering questions.
Qualifications:
BS degree with preference to a major in STEM or an unusual propensity for computers and computer systems or programming.
Outstanding speaking, presentation and demonstration skills.
Independent judgment, creativity and strong problem-solving skills.
Excellent organizational and time management skills.
Ability to understand business requirements, translate them into technology requirements and provide a comprehensive and complete solution showcasing MicroStrategy's capabilities and differentiation.
Successful completion of MicroStrategy certification program upon employment
Ability to travel up to 25% as needed.
Additional Information:
MicroStrategy is an Equal Employment and Affirmative Action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, sexual orientation, gender identity, disability, veteran status, sex age, genetic information, or any other legally-protected basis.
MicroStrategy is an Equal Employment /Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at ************.
MicroStrategy is an Equal Employment and Affirmative Action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity.
MicroStrategy is an Equal Employment /Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at application_accommodations@microstrategy.com.
Human Resources Business Partner
Tysons Corner, VA Job
MicroStrategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate.
But that's not all. MicroStrategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, MicroStrategy's stock has outperformed every company in the S&P 500.
Our people are the core of our success. At MicroStrategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence.
Our corporate values-bold, agile, engaged, impactful, and united-are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued.
Join us and be part of an organization that lives and breathes innovation every day. At MicroStrategy, you're not just another employee; you're a crucial part of a mission to push the boundaries of analytics and redefine financial investment.
Job Description
The Role:
As an HR Business Partner (HRBP) at MicroStrategy, you'll play a key role in shaping a high-performance culture across our Engineering and corporate departments, including Legal, Marketing, and Finance, in partnership with the global HR team. Working closely with senior leaders, you will drive HR initiatives that align with our strategic objectives. In this role, you'll be responsible for a range of HR functions, including employee relations, performance management, compensation planning, talent analysis, learning and development, and organizational effectiveness. This position requires the employee to work four days a week in the Tysons Corner, VA office.
Key Responsibilities:
Strategic HR Partnership: Serve as a trusted HR advisor to senior leadership, including the EVP of Engineering, offering guidance on the people strategy that supports business goals.
Performance Management: Mentor and coach leaders in developing and achieving quarterly performance objectives, leveraging performance management systems and data insights.
Talent Strategy & Workforce Planning: Partner with business leaders to assess talent needs, conduct workforce analysis, and drive effective organizational design to support business objectives.
Employee Relations & Policy Compliance: Manage employee relations issues, policy adherence, and resolution of grievances in collaboration with leadership and legal partners.
Compensation & Rewards: Oversee compensation reviews and merit planning, ensuring equity and alignment with business objectives during promotions and ad-hoc adjustments.
Learning & Development: Develop targeted L&D initiatives to foster skill growth and enhance team effectiveness, particularly within our engineering and technical teams.
HR Operations & Data-Driven Insights: Use HR analytics to identify trends and provide actionable recommendations that support operational efficiency, employee engagement, and strategic alignment.
Change & Organizational Management: Support leaders through organizational changes, ensuring smooth transitions and effective change management practices.
Your Focus Areas:
Act as the main HR point of contact for Engineering, Legal, Marketing, and Finance departments, building strong relationships and providing hands-on support.
Offer business leaders an HR perspective on organizational decisions, considering the impact on employees and HR operations.
Champion our Bitcoin treasury strategy and stay informed on the organization's financial health, products, and services to align HR initiatives with business priorities.
Collaborate with the HR shared services team to ensure smooth execution of HR processes within the client group.
Provide support for restructuring efforts, advising on role design and change management to enhance team and business performance.
Qualifications
Education: Bachelor's degree in Human Resources, Business Administration, or a related field.
Experience: 5+ years in an HR business partner role, preferably with experience in fast-paced technology environments and supporting technical/engineering teams.
Technical Knowledge: Strong understanding of HR practices, performance management, and applicable employment laws and regulations.
Leadership Collaboration: Proven ability to partner effectively with senior leaders and C-level executives.
Skills:
Strong analytical and problem-solving abilities, with proficiency in using HR data to inform decision-making.
Excellent communication, coaching, and interpersonal skills.
Proficient in Microsoft Office Suite (Word, Excel) and experience with performance management systems.
Additional Information
MicroStrategy is an Equal Employment and Affirmative Action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity.
MicroStrategy is an Equal Employment /Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at application_accommodations@microstrategy.com.
Operations Analyst
Tysons Corner, VA Job
MicroStrategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate.
But that's not all. MicroStrategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, MicroStrategy's stock has outperformed every company in the S&P 500.
Our people are the core of our success. At MicroStrategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence.
Our corporate values-bold, agile, engaged, impactful, and united-are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued.
Join us and be part of an organization that lives and breathes innovation every day. At MicroStrategy, you're not just another employee; you're a crucial part of a mission to push the boundaries of analytics and redefine financial investment.
Job Description
The Operations Analyst is responsible for driving meaningful change in the business by performing thoughtful analyses of our operational processes, generating creative strategic initiatives, and support for compensation programs within the organization. This role combines analytical skills with administrative responsibilities to ensure that compensation and commission plans are aligned with the organization's strategic objectives and operational needs.
This position requires the employee to work four days a week in the Tysons Corner, VA office.
Your Focus:
Provide Worldwide Sales & Services with operational support through analyses including but not limited to forecasting, margin optimization, pricing, and worldwide selling patterns.
Partner with Human Resources to ensure new employees are set up in Xactly Incent with the correct role, quota, rates and permissions.
Collaborate with sales leadership and operations teams to establish and distribute sales quotas, participate in rolling out new plans at the start of each fiscal year, including plan and systems design, training, and updating policies and processes.
Generate and present regular reports on commission payouts, performance metrics, and trends.
Maintain the integrity of Salesforce data by performing regular audits, monitoring data input, and ensuring data accuracy.
Understand basic booking/order processing issues related to license, services and maintenance.
Develop relationships and processes with Sales, Consulting, HR, Finance and Operations to execute the operational priorities.
Qualifications:
Bachelor's degree, preferably operations, engineering, finance, economics, or other analytical field 1-2 years of related experience
Robust analytical skill-set, Excel proficiency required, experience with MicroStrategy or other BI tools not required but a positive
Deadline-driven, self-motivated, organized and able to multi-task
Solid team player with ability to influence
Strong verbal, written and presentation skills are important
Experience and familiarity of the business intelligence analytics industry a positive
Experience with Xactly or comparable compensation management software a positive
Strong business acumen and understanding of operational and financial reporting methods.
Additional Information
MicroStrategy is an Equal Employment and Affirmative Action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity.
MicroStrategy is an Equal Employment /Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at application_accommodations@microstrategy.com.
MyLife Advisor
Norfolk, VA Job
ADP is hiring a MyLife Advisor. * Are you ready to join a company offering career advancement opportunities throughout your career journey? * Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
* Are you looking for an inclusive environment with a culture of collaboration and belonging?
If so, this may be an opportunity for you. Read on and decide for yourself.
As a MyLife Advisor for ADP's Human Resources Outsourcing division, you will provide guidance and respond to a wide variety of questions and issues related to benefits, payroll, human resources, 401k, risk, workers' compensation, e-TIME, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients' employees ("participants") and Human Resources Department employees, as well as third-party vendors, when they reach out. Still, every day will be different because the questions you receive will vary, as will the solutions you provide. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients and partners to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about DEI at ADP on our YouTube channel: *****************************
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: ******************************************
WHAT YOU'LL DO: Responsibilities
What you can expect on a typical day:
Provide Tier 1 Support. You will take ownership of resolving issues and responding to questions from clients' employees and third parties regarding multiple product offerings, including benefits, payroll (general, pay practice, and tax), HR, 401k, risk, workers' compensation, e-TIME, and more. You will use online tools and other resources to research and respond to inquiries. You will escalate issues as appropriate and communicate status and resolution.
Build Relationships. You will work in conjunction with various team members, including multiple ADP business partners within our Payroll, HR, and Benefits Departments, as well as with third-party vendors, to resolve issues timely and accurately. You will escalate issues to partner team members as appropriate.
Grow within Your Role. To support a seamless interaction for our clients, you'll receive training to develop familiarity with standard payroll, benefits, and HR-related questions utilizing multiple applications. As you move up on the team, you will be required to work more independently, handle more complex calls, may specialize in a given subject area, and assist less experienced representatives. At the most senior level of this role, you will also act as back-up to the Manager/Team Lead.
TO SUCCEED IN THIS ROLE: Required Qualifications
* High School Diploma / GED
* One year of Client Service experience, OR
* Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
BONUS POINTS FOR THESE: Preferred Qualifications
* You have experience utilizing probing and problem-solving skills with the ability to troubleshoot and analyze findings.
* You demonstrate accountability.
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
* Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
* Belong by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
* Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
* Continuously learn through ongoing training, development, and mentorship opportunities.
* Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
* Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
* Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.
* Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.
What are you waiting for? Apply today!
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.
Thrive Testing and Insights Specialist: QuickBooks Product Expert (Seasonal)
Friendly, MD Job
Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax and QuickBooks, we're using technology to build solutions to challenging financial problems for millions of people around the world.
Intuit's Customer Success team within the Global Small Business Group is transforming the industry with a suite of high-touch professional services powered by data-driven, technology-lead operations and a distributed professional workforce.
On the Thrive Continuous Innovation and xTest Team, you will be part of a cross-organizational group to help define and drive new service experiences and transform Customer Success into a world class, service-centric organization that is never satisfied losing a customer. In this specialized role, you'll partner with business owners and cross functional teams to design and optimize our customer journeys and end-to-end life-cycles as we look to transform our organization and transition into a service-based business.
**Responsibilities**
**What you will deliver**
* Define experimentation to alleviate customer pain points & optimize efficiencies
* Explicit ownership to actively investigate and deliver customer needs through effective questioning, listening, and documentation
* Advocate on customers' behalf to drive change with measurable impact and improvement, taking action to transform ideas into results
* Perform deep dives on expert experiences by reviewing files, calls, and chats
* Gather expert feedback through surveys and roundtable discussions
* Work with cross-functional teams in leadership, software development, and service delivery to present findings and implement feedback
* Foster a team culture of excellence and growth
**How you will lead**
* Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge of QuickBooks software
* Take proactive initiative to focus on highest priorities while operating with minimal supervision and direction
* Build positive working relationships with collaborators across groups
* Communicate with clarity and responsiveness to team and stakeholders
* Recognize and work through barriers with minimal coaching
* Drive creative and effective problem solving and decision making
* Demonstrate continuous self-driven development in pursuit of honing core work crafts to disrupt the norm, influence change, and scale solutions
**Expectations**
* Keep up to date with service training & standards
* Seasonal, full time
* Work within core business operating hours - 8AM-5PM PST
* Travel as needed
**Qualifications**
**What you'll bring**
* Previous customer service experience with an Intuit Partner - one year or more
* Ability to quickly learn and adopt new technical tools and processes with minimal support
* Must have (or be willing to obtain) a dedicated hardwired internet connection
* Strong Research skills and the ability to quickly use online resources to find answers
* Delightful customer service skills and willingness to utilize audio/visual tools to communicate with customers
* Comfortable interacting with customers through video, in a professional way that represents the Intuit QuickBooks brand well
* Friendly and reassuring on camera
* Strong written and verbal communication skills with the ability to articulate your thoughts and feelings during service design and testing processes
* Strong Analytical skills with the ability to interpret data and translate into actionable insights and recommendations
* Ability to work in a fast-paced environment with minimal supervision
* A curiosity for understanding how things work - you can apply critical and creative thinking in order to work with teams dedicated to improving our tools and processes
* Bilingual (English/Spanish) communication skills (written & spoken) a plus
**Company Overview**
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Southern California $$40.00-$57.00. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at . Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
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At Intuit, mobility plays an important role in the learning and development of our employees. Our teams offer lateral growth opportunities as well so that employees have an opportunity to explore different roles and broaden their skillset.
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Public Policy Intern
Washington, DC Job
Intuit is looking for an academically strong and highly motivated graduate student to serve as an intern in our Global Corporate Affairs and Public Policy Department in the Washington, DC office. Intuit is an equal opportunity employer. The intern program is designed to enhance the careers of students from diverse backgrounds, including those from underrepresented groups, and those with a demonstrated commitment to diversity, equity and inclusion. Although not required, prior work experience in a company/corporate setting is a plus. The intern would be hired for the upcoming summer 2025 season.
Intuit's Global Corporate Affairs team supports numerous areas, including Government Relations and Political Affairs, Philanthropy, Stakeholder Engagement, Public Affairs, Global Public Policy, and Tax Expertise. The group is involved in many issues including tax, privacy, data protection, artificial intelligence, financial services, and small business for Intuit and its global operations. This intern will work under the supervision of a Sr. Manager, Government Relations, Policy and Regulatory Affairs.
The objective of the internship is to provide the intern with practical, hands-on, cross-functional experience of a corporate affairs operation. The intern will have an assigned supervisor to learn the practical aspects of navigating successfully in a fast paced, global company.
Responsibilities
Proposed projects include, but are not limited to:
* Draft memos through research and analysis on emerging public policy trends/emerging issues (e.g., artificial intelligence, cyber security, small business, bank partnerships) that could impact Intuit and customers.
* Strategic research and analysis at the state and federal level: draft advocacy/public affairs plans. For example, research state/Congressional/global lawmakers to target for outreach for a policy education
* Analyze proposed legislation and impact to Intuit. For example, summarize and analyze privacy bills compared to our privacy priorities.
* Support launch of research and development projects.
* Attend and write-up analysis of legislative hearings, engagements with our trade associations and consultants.
* Hands on experience in a dynamic in-house corporate affairs department and exposure to the in-house Legal and Compliance departments.
* Participate on other key priorities and special projects.
Qualifications
The candidate should have the following:
* Academically strong and highly motivated public policy graduate student with a demonstrated commitment to diversity, equity and inclusion.
* Exceptional verbal and written communication skills, collaboration skills and attention to detail.
* Ability to partner with cross-functional teams for projects.
* Ability to focus on details, yet able to see the big picture.
* Ability and interest in learning new processes, discovering and advocating improvements for procedures.
* Technology proficient.
* Collaborative mindset.
Preferred, but not required:
* Experience in the technology sector.
* Demonstrated interest in public policy (e.g., political science undergrad degree, pre-law track).
Business Continuity & Disaster Recovery Senior Analyst- Parametric
Remote or Minneapolis, MN Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Business Continuity and Resilience (BC&R) Senior Analyst is responsible to support and maintain the Firm's strong resilience and continuity of operations posture. The role provides oversight, is responsible to execute developed strategy of the program, and will work to ensure all annual enhancements and lifecycle assignments are sufficiently maintained across the organization. This role encompasses business continuity, disaster recovery, third-party resilience, and incident management at Parametric. The Senior Analyst works at the discretion of the BC&R Executive Director to implement tools and program components to enhance and maintain Firmwide resiliency.
PRIMARY RESPONSIBILITIES
* Facilitates the annual update and maintenance process of business continuity plans (BCP), disaster recovery plans (DRP), and incident management playbooks (IMP)
* Contributes to annual Business Impact Analysis (BIA) review and enhancement lifecycle process
* Provides metrics, risk matrices and incident summary reports to various business segments and to the Director
* Identifies opportunities for strategic Firmwide improvements; thus, reducing likelihood of business disruption
* Well-versed and comfortable in co-leading incident management process - primary notetaker to Director
* Knowledgeable in Fusion Risk Management - leads and executes all annual enhancement processes in updating the tool; develop all relevant reports to track health and hygiene of the program
* Manages and supports the coordination, execution process, and ensures robust BCP, DRP, IMP, and third-party vendor risk management exercises are well-executed and tested throughout the lifecycle process
* Supports the development and maintenance of the third-party vendor management program and policy
* Familiar with and ensures governance and oversight of the enterprise-wide third-party management program are adhered to
* Identifies opportunities for strategic improvements that reduce the likelihood of vendor service interruptions
* Work closely with vendor stakeholders to ensure required artifacts for vendors, such as vendor onboarding process, ongoing monitoring artifacts, vendor business reviews, vendor scorecards, etc.#LI-SK1
JOB REQUIREMENTS
* Bachelor's degree with preference in business continuity and resilience or emergency management
* At least 7 years' experience in Business Continuity or IT Disaster Recovery
* Previous work at a financial services organization or similar industry
* Familiarity with business continuity, disaster recovery and technical data centers processes
* Expert in Fusion Risk Management or other industry Planning systems and applications
* Well organized with the ability to independently manage deliverables and meet deadlines
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position: $110,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).#LI-SK1
Sales Executive - PEO
Paychex Job In Washington, DC
Overview Selling PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization. Responsibilities Under general supervision of Sales management and within specific quota attainment guidelines for the position.
Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Scheduling appointments and visiting potential and current referral sources, specifically the broker channel to secure referrals to end users.
Prospecting for new clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
Analyzing the prospects' needs and interests, determining which products are appropriate and referring to the correct sales partner to ensure client satisfaction.
Completing and submitting accurate new business paperwork, expense reports and weekly activity reports by agreed upon dates set by Sales management.
Onboard PEO clients, following policies and procedures to ensure a smooth transition onto the PEO service.
Expediting the resolution of client problems or complaints to facilitate a positive onboarding experience.
Projecting a positive image in representing the Corporation to clients and the community to create Sales opportunity.
Attend partner meetings to educate on PEO services and processes.
Achieving and continually develop technical, competitive and sales skills knowledge to effectively represent PEO Sales organization.
May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
Qualifications H.
S.
Diploma - Required 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.
5 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.
Compensation In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $65,000 annually + commission.
Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards
Virtual Sales Representative - SMB Inbound
Paychex Job In Rochester, NY Or Remote
Consult virtually with America's businesses, through self-generated activity to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Responsibilities + Utilizes the telephone, direct mail, and local marketing programs directed by sales management to prospect for new clients and new referral sources.
+ Schedule and conduct meetings with new prospects through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
+ Presents Paychex payroll products and services to final decision makers and end users within the prospect universe to educate them on our services with the goal of having them become a Paychex Payroll client.
+ Completes and submits accurate new business paperwork and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
+ Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
+ Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers.
+ Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
+ Achieve unit and revenue expectations.
Qualifications
+ H.S. Diploma - Required
+ Bachelor's Degree - Preferred
+ 2 years of experience in relevant sales/marketing.
Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $19.23/hr + commission. Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Data Security Analyst
Norfolk, VA Job
**ADP is hiring a Global Data Security Analyst!** It's the Wild West, in terms of Data Security… sure there are some claims of those who've struck it rich, and have their data gold squirreled away in an impenetrable vault that's still easy to use; but if you've been in or around these parts, you know in your heart of hearts, that the mother lode is out there ready to be discovered through some very hard work, and a bit of luck.
I ask you to join me in this journey to explore, innovate, and improve our security posture; and keep those pesky data bandits at bay…
**As a Data Security Analyst** you will need to leverage all of your experience, and be willing and eager to pickup some new skills as well… here are just some of the rounds in your pair of trusty six shooters:
**Analysis** Skills: **Advanced Statistical Mathematics** - terms like confusion matrix & Poisson distribution are trivial, if caring about the difference between sensitivity and specificity is important to you, if you've a quantitative process for outlier determination; then you'll be setup for success in this role.
Collecting, cleaning, and analyzing the data from enterprise level logging systems involving billions of data signals.
**Analysis** Tools: Excel, SQL, Python, Graph API, and Reporting Tools
**Programming** Skills:
PowerPlatform, PowerShell, JavaScript & WebAPIs
**Technology** Skills
PowerBI, MS DLP, MS Sensitivity Labels
**Data Security** Knowledge
DLP (Storage, End Point, Network, & AI)
**Technology** **Platforms** Knowledge
SharePoint, ServiceNow, NetCool (now “IBM Watson”), Splunk, Securiti.AI, Windows, Linux, MacOS
**Leadership / Process** Mindset
Advise, Develop, & Coordinate among multiple cross-discipline teams to establish sustainable processes to improve data security, while avoiding process friction and reducing security incidents globally.
**Primary Focus** for this role we'll need you to bring your A-Game. You'll be instrumental in raising the bar with how we use data to help guide us in the most effective path towards risk reduction. Allowing us to improve our the layered data security controls, determine weaknesses, and reduce time to remediation with a future state involvement around zero trust network access, data governance, and solutions integrations.
In partnership with your colleagues, support the collaboration and influence multi-disciplinary teams in testing, identifying, and remediating of data security along with implementing new standardization data policy processes. This role will support designing, doing analysis on the network layers, providing reports and dashboards to mitigate network security risks, and management of strategies and practices that continuously monitor and improve security for internal and external-facing applications. Core focus will be delivering a sustainable governance model, supported by this role and the Data security team, that evolves in maturity with orchestration and automation. Success criteria for this role lies within defining, measuring, and reporting key metrics to support ongoing monitoring of compliance with Global Security Network standards, that reduce risk and narrow the attack surface of malicious actors. You will interact with numerous teams across ADP: Global Network Solutions, End User Computing, IT Architecture, Data Stewards, Project Management, Legal, Data Privacy and IT Operations to develop, enhance and drive the vision and effectiveness of the data security program.
**A little about the Data Security Team:**
You will join a highly skilled and focused team providing excellent data security services, strategies, & processes. We protect sensitive ADP client and company data throughout the data life cycle. Responsibilities include protecting company and client data from exploitation or misuse, leading the design and implementation of data security and privacy policies, identifying weak control areas and analyzing relevant mitigating controls, and mitigating operational risks associated with data in motion and at rest.. We help develop, enhance and drive the vision & effectiveness of the data security program.
**A little about ADP:** We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. A global Best Places to Work, Diversifying Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more, ADP has a deep commitment to diversity, equity, and inclusion. Learn more about ADP's commitment on our YouTube channel:
**Apply now!**
**Learn more about ADP at tech.adp.com**
**TO SUCCEED IN THIS ROLE:**
* Bachelor's degree or equivalent. **Degree / Background -** Math / Statistics Major is a big plus..
* What is more important is having the attitude, skills and experience to do the job.
* **Positive Professional.** You have an upbeat, persistent style and the ability to produce creative solutions without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone. With your leadership skills, you are comfortable influencing, guiding and lending expertise to other teams & associates. You already possess a high degree of integrity, are trustworthy, and can work independently.
* **Subject Matter Expert.** Solid data analysis experience will be key to being successful in this role… it will help you interface with the various product teams from an Analyzing perspective. Your experience with analytical tools for log & configuration analysis will help us deliver solutions to meet today's needs, and tomorrow's vision! Experience across the Microsoft Purview suite will be valuable in this role.
* **Proven Experienced Winner.** With your two to ten-plus years of experience in technology & cybersecurity roles, including: planning, implementing, and running security solutions. You have a track record of integrating both technological & people processes to ensure adoption success. You work well with key collaborators (security partners, technology teams, business units) to help improve or solution designs that adapt to ADP data platforms.
* **Technical Background** You possess strong analytical skills and cross-functional knowledge of multiple technology and cybersecurity domains. You are superb at defining and documenting business processes and controls. Your background will lend strength based on your experience with Digital Rights Management (DRM), meta-data definitions, and encryption technologies & solutions. In addition, your knowledge and working experience with data loss prevention (DLP), and structured and unstructured data protection (UDP) technologies and approaches will help prevent unsafe and incorrect data disclosure, transmission or exfiltration. You may possess a vast background (additional certificates help support your deep security knowledge (CISSP, GSEC, CISA, CISM, CRISC, MCSD), comprising of functional experience working in a global hybrid cloud environment, including AWS, Azure, O365, and GCP. Experience with Data Governance or Data Compliance Standards is valuable.
* **Fabulous Soft Skills.** You recognize that with the pace that digital transformations drive, one must include the ability to communicate with various audiences that include executive leadership, business leaders, Analysts, architects, clients, and associates. You know that it is important to possess great verbal communication skills to convey information to all levels. This includes exceptional written communication skills, documentation, and reporting. The sense-of-urgency, activator attitude you possess makes you a stellar candidate and highly soug
Product Design Intern - Virtual Expert Platform (VEP)
Remote or San Diego, CA Job
OverviewOUR MISSION: Intuit's mission is to Power Prosperity Around the World, and our Virtual Expert Platform (VEP) team plays a crucial role in achieving this goal. We design and develop the end-to-end AI-driven Expert Platform, which seamlessly connects customers to expert knowledge with speed and accuracy.
ABOUT THE INTERNSHIP:
The VEP Design internship program started in 2019. In the past 5 years, we've had the privilege of bringing in some of the brightest, most talented college students from around the country to spend time with our teams. Our 12 week internship program was designed so that interns can grow their skill set, thrive in the design community, and do meaningful work. They also have a lot of fun along the way!
THE ROLE:
We're looking for an Intern for the Product Design team. Product Design sits at the intersection of design, product management, and engineering working closely with product owners, engineering team leads, research, data science, and marketing to arrive at elegant solutions for our users to help us scale the platform through
AI-driven technological innovation.
What you'll bring
+ A passion for designing experiences that resonate on an emotional level
+ Solid intuition and demonstration of visual design principles and tools used in product design
+ Experience creating interface prototypes and portfolio of examples
+ Understanding and ability to prototype with tools like Figma, Keynote, or good old pen and paper
THE IDEAL CANDIDATE:
The ideal candidate is a highly collaborative and comfortable giving and receiving design critiques. You are passionate about web, mobile and AI technology, explore the latest and greatest in prototyping tools, while keeping emerging design patterns and visual treatments on your radar. You're always looking for ways to create simplicity out of complex problems with an awareness of the market need, an obsession for detail, and an eye for sharp visual design. You've got a healthy curiosity for how things work, a dedication to bringing a shared vision to life, and you are ready to grow in your design career.
How you will lead
+ Develop design approaches that translate to elegant user experiences
+ Create interaction models, workflows, screen designs, and visual details that resonate with our experts and customers
+ Collaborate with design peers and cross functional teams to build concept consensus
+ Explore our design systems and patterns and help scale
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Internal Audit Associate - Human Capital and Corporate Services
Baltimore, MD Job
We're seeking someone to join our team as an Associate to provide audit coverage for the Human Capital and Corporate Services.
The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
Location\: Baltimore, MD (Hybrid 3x per week in office)
What you'll do in the role:
· Execute a wide range of assurance activities (e.g., audits, continuous monitoring, closure verification) with guidance
· Understand and adopt new audit tools and techniques
· Develop clear and concise messages regarding risk and business impact within relevant coverage area
· Identify and leverage data to incorporate into analysis of coverage area
· Collaborate with a wide range of internal stakeholders to build effective working relationships and to execute on team deliverables
· Effectively manage multiple deliverables while delivering high-quality work
What you'll bring to the role:
· Understanding of audit principles, tools and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
· Ability to communicate clearly and concisely and adapt messages to audience
· Ability to identify patterns and anomalies in data with guidance
· A commitment to practicing inclusive behaviors
· Willingness to solicit and provide feedback to further develop self and peers
· At least 2 years' relevant experience would generally be expected to find the skills required for this role
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 85 years. At our foundation are five core values\: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you will find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action\: morganstanley.com/diversity. 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.
Maryland\: Salary range for the position\: $80,000 - $115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Client Success Specialist - Parametric
Remote or Seattle, WA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
Parametric provides systematic solutions fueled by science and prides itself on building genuine, long-term partnerships with our clients. We are looking for a Client Success Specialist to join our team in streamlining and executing on the vision for all our client-related investment work.
The mission of the Client Success Specialist is to partner with distribution, alongside the Director, in meaningful ways to create a more dynamic partnership and enhance the way our teams work together, for our clients. This is an internal facing role focused on enhancements to systems, workflows, and service expectations requiring independent problem solving and the ability to execute. This person will help see our work through our clients' eyes and to enable the investment team to help solve problems investors didn't realize they had. This person shows progress by understanding the client lifecycle and best practice service expectations. They can assist with or independently execute enhancements and quality results by getting the best out of people, having an eye towards process, and leveraging technology. This person has a strong desire to internally support and enable business development and relationship management in an investment context across a wide range of client types, from high-net-worth individuals to institutions in the U.S. and internationally.
The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic team while making a personal impact on a firm with a unique culture that values hard work and innovation, but also encourages genuine teambuilding.
PRIMARY RESPONSIBILITIES
* Develop and maintain familiarity with our clients, investment offering and market position, and help support any recommendations accordingly
* Work with key stakeholders to build consensus around service level expectations, design ways to monitor delivery against expectations, and find ways to resolve shortcomings
* Advance key system platforms by integrating as appropriate, while understanding and communicating department and client needs to stakeholders
* Determine and arrange training for investment professionals to ensure high caliber client support such as presentation and communication skills, as well as mechanisms for continuous feedback on service
* Act as an executor of large, cross-functional client-related projects by assisting in scoping the required work, scheduling meetings and managing follow-ups, as requested
* Ensure consistent processes are applied to ensure success of investment professionals in external work such as conference panels, hosted events, media, and client meetings, while serving as the key contact for related work
* Partners with other areas within Parametric to continually explore new approaches to increase efficiency and enhance practices while ensuring that high quality and comprehensive client experience is provided. This includes initiating enhancements to internal systems, participating in projects, and proactively pitching ideas/solutions
* Serves as a technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through the application of systems, product knowledge and professional relationships
* Maintain all related client documentation and applicable workflows
* Participates in other duties as needed
JOB REQUIREMENTS
* 5+ years relevant experience including successful experience in a similar role
* Bachelor's degree or equivalent work experience
* Knowledge of investment industry and familiarity with business development and client relationship best practices
* Demonstrated ability to manage, prioritize, and coordinate simultaneous projects and tasks with a high attention to detail
* Proficient in Microsoft Office applications. Experience with Salesforce and Workfront are a plus
* Excellent organizational skills plus strong written and verbal communication skills
* Must take initiative and have a demonstrated ability to work in a collaborative team environment
* Resourceful, with a can-do attitude toward projects and willingness to apply creative problem solving
* Demonstrated ability and willingness to learn and use new technology
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Sales Consultant-Channel
Paychex Job In Washington, DC
Overview Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Responsibilities Achieve unit and revenue expectations.
Create, manage, and advance accounts, leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts.
Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales.
Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers.
Collect, complete and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
When required, address and escalate client concerns to our Service Partners, and follow-up as necessary to ensure satisfactory resolution.
May be required to travel for purposes of visiting channel partners,attending sales incentive trips, ongoing training, and/or area meetings.
Upholds and demonstrates the Paychex Values with every interaction internally and externally.
Qualifications H.
S.
Diploma - Required Bachelor's Degree - Preferred 2 years of experience in relevant sales/marketing capacity.
2 years of experience in a Paychex sales role.
Compensation In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $58,000 annually + commission.
Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position.
If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Senior Investment Product Analyst
Remote or Chicago, IL Job
The Group: The Investment Management group is a global team guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar Wealth offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor's needs at each stage of their lifetime.
We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.
The Role:
In this role, you will work closely with the Investment Product Managers to support our existing suite of investment strategies and the services through which they are delivered, new product development and product sun-setting. You will provide in-depth analysis of current and prospective investment product offerings, competitive landscape and investor profiles as well as support new product development and research. Your output will not only reinforce our value proposition with our clients and prospects, but it will also provide our product management, sales, and marketing teams with information to foster growth in our business. This role will focus on Separately Managed Accounts (both model and manager delivered), mutual funds, and ETFs.
To successfully fulfill the role, the investment management product analyst role will provide substantial support for various governance committees and boards as well as conduct a lot of researching through sources such as public websites, industry databases, ADVs, and client contracts. The analyst will also be writing product positioning statements and RFP responses. Continual curiosity, desire to always find better, more efficient ways to do something, attention to detail, keeping to tight deadlines, and ability to work well under pressure are great qualities to have for this role.
This role is based in our Chicago office. We are operating in a hybrid work environment, where we are in office 3 days/remote 2 days.
Responsibilities:
* Support Investment Product Managers in gathering and analyzing data, creating, populating and maintaining ongoing competitor and industry intelligence data related to our investment strategies, consisting of multi-asset managed portfolios, equity model portfolios delivered via separately managed accounts, and multi-manager mutual funds.
* Updating team members with information on product positioning, performance attribution, market data, benchmark analysis and industry news
* Build and maintain an intimate level of knowledge on institutional and retail investment vehicles, providing regular feedback on competitive intelligence and product development opportunities.
* Conduct ongoing research and analyze competitor information in support of product positioning, market developments, portfolio performance.
* Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages.
* Support Fund Board responsibilities and other committee duties related to product management
* Update and maintain accurate records of current product offerings and attributes.
* Collaborate with Marketing and other appropriate functional groups to create and maintain strong, consistent client materials.
* Help facilitate and execute on key product initiatives across business functions, including but not limited to, new product launches, sales campaigns.
* Support the learning & development for sales training initiatives
* Update / Monitor internal sources to ensure accuracy of product related information
Qualifications:
* Minimum 2 years of work experience in mutual fund, ETF, models, and Separately Managed Account (SMA) products at an asset management firm including investment product development/management experience.
* A solid understanding of asset allocation, investing and performance analytics concepts, familiarity of mutual funds, ETFs and separately managed accounts required
* Strong attention to detail, effective writing, presentation and interpersonal skills.
* Ability to work independently and resourcefully as well as collaborate with diverse, multi-functional teams
* Bachelor's degree required
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
* Financial Health
* 75% 401k match up to 7%
* Stock Ownership Potential
* Company provided life insurance - 1x salary + commission
* Physical Health
* Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
* Additional medical Wellness Incentives - up to $300-$600 annual
* Company-provided long- and short-term disability insurance
* Emotional Health
* Trust-Based Time Off
* 6-week Paid Sabbatical Program
* 6-Week Paid Family Caregiving Leave
* Competitive 8-24 Week Paid Parental Bonding Leave
* Adoption Assistance
* Leadership Coaching & Formal Mentorship Opportunities
* Annual Education Stipend
* Tuition Reimbursement
* Social Health
* Charitable Matching Gifts program
* Dollars for Doers volunteer program
* Paid volunteering days
* 15+ Employee Resource & Affinity Groups
Base Salary Compensation Range
$65,591.00 - $111,500.00
Total Cash Compensation Range
$72,150.00 - 122,650.00 USD Annual
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
Global Financial Crimes COO
Baltimore, MD Job
Location, State, City, or Zip Code Relevant skills and experience will be listed so you know why those jobs are a match **Job Description** **Employment Type** Full Time **Job Level** Executive Director **Posted Date** Oct 07, 2024 Candidates must have: * Minimum of 10 years of relevant experience, preferably at a large/complex financial institution
* Excellent leadership skills to serve as a model of collaboration, sound risk judgment, precision and innovation within the group and Firm
* Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program
* Strong analytical skills with an ability to understand complex workflows, and excellent attention to details
* Innovative mindset, challenging the status quo and identifying better ways to identify and manage risk via policy, process, people, technology, vendor, or other improvements
* Strong ability to convene stakeholders to continuously execute GFC's forward strategy
* Influencing and strong written and verbal communication skills to drive alignment on goals and priorities with internal and external stakeholders
* Ability to manage timelines/deadlines, multiple projects and prioritize tasks in a rapidly changing environment
* Ability to craft and generate effective, accurate and influential presentations, metrics, and reporting
* Good interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across divisions
* Experience working with Technology including defining and clarifying business requirements
This role will require in office attendance 4 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
*Expected base pay rates for the role in New York will be between $165,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.*
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Candidates must have:
* Minimum of 10 years of relevant experience, preferably at a large/complex financial institution
* Excellent leadership skills to serve as a model of collaboration, sound risk judgment, precision and innovation within the group and Firm
* Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program
* Strong analytical skills with an ability to understand complex workflows, and excellent attention to details
* Innovative mindset, challenging the status quo and identifying better ways to identify and manage risk via policy, process, people, technology, vendor, or other improvements
* Strong ability to convene stakeholders to continuously execute GFC's forward strategy
* Influencing and strong written and verbal communication skills to drive alignment on goals and priorities with internal and external stakeholders
* Ability to manage timelines/deadlines, multiple projects and prioritize tasks in a rapidly changing environment
* Ability to craft and generate effective, accurate and influential presentations, metrics, and reporting
* Good interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across divisions
* Experience working with Technology including defining and clarifying business requirements
This role will require in office attendance 4 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
*Expected base pay rates for the role in New York will be between $165,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.*
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Legal and Compliance
Product Consultant
Remote or Delhi, CA Job
**Role: Product Consultant** **Shift: US** **The Team**: The talented and creative people in Morningstar's Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it's through open-source development or the transition to cloud and mobile computing, we're always pushing technology's boundaries to find new and better ways to serve investors. Though the individuals in our division represent a range of skills and experience levels, they all view software development as a craft and care deeply about creating a positive user experience. You'll work across offices and cultures with smart people who are driven to find better ways to create great products integrating best practices in technology and investing.
**The Role**: In this role you will join a group of personable, dynamic, and technology savvy individuals who interact with Morningstar customers. You will expand your knowledge of Morningstar products and data and play an essential role in our mission to put investors first. This position is based in our Mumbai office.
**Responsibilities**:
* Manage time effectively between emails, phone calls and issue resolution for its web based and desktop products
* Manage Customer calls in a professional & pleasant manner (this includes troubleshooting or providing live help to the customer)
* Develop expertise in our products and services
* Stay current on product enhancements as they are released in our software
* Provide customer feedback to our product management teams
* Proactively educate customers on beneficial software features
**Requirements**:
* A bachelor's degree
* An interest in the investment industry
* Excellent written, verbal (in English) and analytical skills
* Proficiency with Windows-based applications
* Willing to work in rotational shifts (24*5)
* Flexibility and patience
* Previous experience in a customer service position
* Proficient in Microsoft Office applications
* Educated to undergraduate level or equivalent, preferably majoring in commerce, finance, or related field
* One year of work experience within the finance/investment industry, preferably in a client-facing or product support role.
Morningstar is an equal opportunity employer.
I10\_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
**How to Apply for a Job at Morningstar**
**Step 1**
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
**Step 2**
You will receive an email notification to confirm that we've received your application.
**Step 3**
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview-either with a job offer or to let you know our plans for the position.
**Applicants With Disabilities Who Need Accommodation**
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call *************** or email ********************* and let us know the nature of your request and your contact information.
Please note:
* We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
* Please be sure to include the title and location of the open position you're interested in when you leave a message.
**US Applicants: Morningstar is an E-Verify program participant.**
Learn more:
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* This Organization Participates in E-Verify (Spanish) -
* Right to Work (English) -
* Right to Work (Spanish) -
* EEO is the Law:
* Pay Transparency Notice:
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions-including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters-without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.