Paychex jobs in Saint Petersburg, FL - 27 jobs

Job Description Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. Primary Job Duties: Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Operate computers programmed with accounting software to record, store, and analyze information. Comply with federal, state, and company policies, procedures, and regulations. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Code documents according to company procedures. Access computerized financial information to answer general questions as well as those related to specific accounts. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. Reconcile or note and report discrepancies found in records. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. Perform general office duties, such as filing, answering telephones, and handling routine correspondence. Receive, record, and bank cash, checks, and vouchers. Match order forms with invoices, and record the necessary information. Education and Experience: Bachelor's Degree preferred, but not required. At least 2 years of related experience. At least 2 years of QuickBooks experience required EOE

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor's "Best Places to Work in the U.S. 2024" list, and U.S. News & World Report's "Best Companies to Work for 2024" list. In addition, we have been recognized for having one of the country's Top 50 Midsize Early Talent Programs by RippleMatch's 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com. Why Insperity? Flexibility: Over 80% of Insperity's jobs have flexibility. We want your time to have balance, whether it's spent with coworkers, clients, family or your community. Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training. Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work. Competitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. First year on-target earnings (OTE) range is from $91,250.00 - $106,250.00 (base salary plus targeted commission plan earnings). This role features uncapped commission potential and a residual income program, enabling top performers to earn above the stated OTE. Actual earnings may vary based on individual performance. Outside Sales Consultant (Business Performance Advisor) We're in search of salespeople who know that making a sale is about being an advisor - helping the client find the right solution for their unique human resource needs. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete. You'll get: * The resources needed to be successful, including training at corporate headquarters, face-to-face leadership and small-team mentorship/collaboration. * Marketing support, and a team to help nurture your network through company-sponsored events. * The stability of a recession-proof industry, and the excitement of a growing company! You are: * Consultative - You'd rather build relationships and recommend the best solution based on needs and challenges. * Motivated by a big payoff - We're talking long-term residual income. * Business savvy - Maybe you've had your own business or have the spirit of an entrepreneur. Either way, you know the heart of a business owner. * Good with people - You're able to take on an advisory role with the C-suite in a professional manner. * Connected - You're growing a network of business executives who can help expand your sales pipeline. What you'll do: * Identify small and midsized businesses to offer Insperity's human resource services and technology. * Call on business owners virtually and in person to explain how Insperity's HR solutions can help solve their challenges. * Engage your network and build lasting partnerships. * Accomplish sales goals determined by management. * Complete bid paperwork for new client contracts. * Facilitates new client process with information gathered from new clients. Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is: $71,250 - $71,250 At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.

ADP is hiring a **Sales Representative, Major Accounts.** Thanks for clicking! Let us tell you some more... * Are you restless, revved up, and ready to get things done? * Does nothing stop you from persevering until you get things right? * Is your desire to learn and grow insatiable? * Most importantly, do you love people and thrive in a fast-paced, team environment? (Oh yes, we used the L word. It's that serious.) Yes? We thought this could be a perfect match. Don't just take our word for it... read on and see for yourself! First, let's tell you more about ADP. We believe great companies are built by great people -- and for them. Every day we strive to design a better way to work helping employees at organizations around the world to stay productive and achieve their potential. We're always designing for people, starting right here with our one-of-a-kind culture, and with people like you. Designing a better way to work starts with our own sales teams. Every day, our extraordinary sales team gains client and prospect trust and establishes long-term partnerships. As a **Sales Representative, Major Accounts,** you'll secure new business for ADP as you identify and cultivate new business opportunities by driving strategic Human Capital Management initiatives within companies containing 50 -- 999 employees. You will independently manage full sales cycles, sell our entire suite of solutions (40+ products and services) to C-level executives, and accurately forecast and pipeline sales. At ADP, you will be able to grow your own book of business while having the backing of sales leadership, continual award-winning sales training, advancement opportunities, and industry-leading compensation, benefits, luxurious incentive trips, and awards. Does this sound like you? * Fearless. Embraces opportunities and challenges the status quo. * Go-Getter and Self-Starter. High-reaching and unstoppable. A can't-stop-won't-stop attitude and an urge to persevere until you get it right. * Trusted Advisor. Lives integrity and delivers on promises...every time. * Passionate Advocate. Strengthens relationships and builds advocacy while delivering measurable results. **WHAT YOU'LL DO:** Responsibilities Drive Our Business Forward Work within a geographic territory to close sales, win business, and reach sales goals. **Turn Prospects into Loyal Clients and Raving Fans** Implement a top-down sales strategy targeting Presidents, CEOs, CFOs and Owners to build a network with C-level executives. Now that's what we call networking. **Deepen Relationships across the ADP Family** In addition to cloud-based HR solutions, strategically cross-sell with other ADP associates by putting the spotlight on ADP's shiny, new products and solutions. Wait... there's more! **Collaborate Daily** Serve as a trusted advisor to your clients. Develop and maintain relationships with other internal groups within the territory. #WorkSmarter **EXPERIENCE YOU'LL NEED:** Required Qualifications Associates or Bachelor's Degree 2+ years of quota carrying, outside business-to-business sales experience An impressive track record of closing sales, winning clients, and managing a territory, as well as stellar presentation skills **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:** **Make your mark** . We want you to challenge things and are open to fresh ideas. **Stay ahead of the curve** . An agile, fast-paced environment means plenty of opportunities to progress. Find meaning. Feel good as you do work that accelerates progress for employees in organizations all over the world. **Become a certified smarty pants.** Ongoing training and development opportunities for even the most insatiable learner. Be your healthiest. Best-in-class benefits that start on Day 1, because healthy associates are happy ones. **Balance work and personal time like a boss.** Resources and flexibility to more easily integrate your work and your life. **Get paid to pay it forward** . Company paid time off for volunteering for causes you care about. If you've made it down this far, we have to ask: What are you waiting for? **Apply now!** **BONUS POINTS FOR THESE:** Preferred Qualifications * 5-12 years of relevant experience in HCM, technology, business equipment, uniform or software sales * Ambitious spirit, with demonstrated ability to exceed sales quotas * Established network * Organized, with time management skills * Ability to communicate effectively (verbal, listening, and written) * Strong business acumen * Thrives under pressure \#LI-EC1 \#LI-Hybrid **A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (********************************************************** . **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.

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR. Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So, if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the , nobody's perfect - and we encourage you to apply. You may just be the right candidate for this or other roles. A Brief Overview The Director, Revenue supports and drives the strategic planning, execution, and oversight of a high-performance team of Revenue professionals to achieve TriNet's targeted goals. This involves increasing business revenue and profits and strengthening business partnerships and relationships. What you will do Manages the market team's operating budget, strategic plans, and finances facilitating the overall implementation and communication of the plans and overseeing the tracking and progress to successfully achieve revenue and financial goals. Oversees business processes to achieve revenue targets through new client confirmed sales and onboarding and ensuring exceptional quality service. Establishes impactful relationships between product management, customer experience, legal, and operations to support strategic Revenue initiatives and goals. Manages and reviews pricing to ensure adherence to policy and standards; reviews pricing exceptions and addresses pricing issues to achieve sales objectives. Ensures teams build meaningful relationships and create excellent prospect and customer experiences to support and influence a positive brand perspective regarding the organization's industry expertise, delivery of service, and overall experience within the market. Partners with leaders to advise and collaborate on overall team performance and development, determining skills gaps within the team and creating opportunities and actions to take to ensure successful outcomes. Provides support and coaching to the sales team attending sales calls and demonstrations and ensuring the team has the training and development necessary to meet business objectives and sales goals Tracks acquisition and retention metrics for the team and works to balance needs and investments across both. Manages team expenses and manages to overall team profitability. Understands and enables both acquisition and retention best practices and processes. Ensures appropriate levels of Sales engagement in client retention and Customer Relationship Management (CRM) engagement with prospects. Models local community involvement, brand recognition, and ecosystems and drives team to do the same. Performs other duties as assigned Complies with all policies and standards Education Qualifications Bachelor's Degree or equivalent experience, advanced degree preferred Experience Qualifications Typically 10+ years Skills and Abilities Exceptional communication, interpersonal, and relationship building skills Ability to demonstrate confidence and expertise knowledge in products and services Solid skills in data analytics, budget management, and technology Proficient in Microsoft Office Suite Excellent attention to details and organizational skills Ability to inspire, professionally develop, and lead a team Travel Requirements Up to 50% Work Environment Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. The salary range for this role is $110,000.00 to $165,000.00. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience. Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet's commission plan. Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: **************************************************** Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity. TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact ********************* to request such an accommodation.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Primary Responsibilities - Review QC findings prepared by the QC Analyst/Manager and focus on analysis of associated risk factors, including any factors that increase or mitigate the risk posed by the error documented - Assist in preparing ongoing and ad hoc reporting for senior management. - Escalate potential risk issues associated with new and existing account customer profiles with internal management and the Second Line of Defense Bank AML Compliance teams. - Contribute to the planning and performance of internal reviews of controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively. - Assist in maintaining and updating procedures and proposing testing methods or alternative recommendations for process improvements and program efficiency. Experience Required: - Bachelor's degree in related field or an equivalent combination of training and experience - Minimum 7 years of experience in financial crimes/AML compliance testing, Audit or similar related QA/QC testing experience at a financial institution Skills Required: - Expert knowledge of AML regulatory requirements and expectations (Domestic - US and International - non-US), MS WM and U.S. Banks Financial Crimes Risk policies and procedures, KYC standards, and QC Program - Strong communications, analytical, organizational, project management and planning skills to be able to develop QC Testing Program, test scripts, testing reports and metrics reporting and manage testing analysts - Strong managerial experience leading teams of 6-10 people - Strong knowledge of business, products, operations, systems and organization to be able to execute the QC Program - Basic knowledge of MS Office (Microsoft Excel/PowerPoint/Word/Access) - Experience with data and trend analysis related to the management of an AML program - Experience in AML/CFT and/or Legal/Regulatory Compliance Ability to: - Take initiative, analyze, summarize, and communicate effectively - Investigate, identify issues, impacts and trends as a result of QC testing to propose comprehensive solutions for the business unit and/or organization - Multitask effectively and action matters promptly - Work independently and in a team environment - Handle highly confidential information with appropriate discretion. - Work in a high volume, fast paced environment - Work in a matrixed organization, leveraging resources across the organization to perform QC activity and effect change based on QC findings Additional Skills Desired: - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license/audit/control testing certification (is a plus) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $95K-$170K 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).

ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways._ + _Do you want to join a Fortune 250 company with industry-leading sales training and the latest sales technology to help you achieve success_ _?_ + _Are you looking to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_ If so, this may be the opportunity you've been searching for. Read on and decide for yourself. In this role, you will work within a defined geographic territory that targets clients and prospects with 1-49 employees. You will identify and sign new clients for payroll, tax, human resources, benefits, and more and sell additional solutions to existing clients. Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP solutions, and spend your time in the field closing business. Don't worry if you have no prior sales experience; we are known for our high-quality sales training and will teach you how to use the latest sales technology to set you up for success. Integrity, resilience, positivity, and a refuse to lose attitude are must-haves in this job. As with any role in sales, you will experience ebbs and flows. However, challenges should ignite your determination and invigorate you to thrive, not weigh you down. In return, you'll be rewarded with uncapped commissions, incentive trips, and opportunities to advance your career in a fun and friendly environment -- all while gaining serious credibility as part of an industry-leading sales team in a stable and highly respected tech company. Ready to #MakeYourMark? **Apply now!** **To learn more about Sales at ADP** , watch here: ******************************** **What you'll do:** _Responsibilities_ + **Grow Our Business While Growing Yours.** You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. + **Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. + **Deepen** **Relationships Across the ADP Family.** In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. **TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_ + **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. + **Agile Solution Seeker** **.** You're a problem solver who can find an answer, or a solution, even in times of fast-paced change. + **Continuous Learner** **.** You're always learning, growing, and questioning how things were done in the past to make them even better. A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: + One to two years of prior work experience or internships in Retail, Marketing, Business Development, Food Service, Insurance Sales, or another relevant industry, 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_ + Prior quota-carrying experience + Ability to successfully build a network and effectively use social media for sales **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 where you can 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. + **Balance work and life.** Resources and flexibility to more easily integrate your work and your life. + **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! #LI-AG2** **A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (********************************************************** . **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.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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).

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ years of experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Job Description Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This position is not eligible for sponsorship and Paycom is unable to support a optional or curricular practical training (OPT/CPT) program. Paycom is interested in every qualified candidate who is eligible to work in the United States. Are you prepared to make an impact at a leading S&P 500 software company in the fast-growing $96 billion HR industry? If you are a highly motivated, experienced sales professional who thrives in a fast-paced environment, this could be your career-accelerating opportunity. Successful Paycom Account Executives are confident, adaptable, efficient pros who initiate net new business, close the deal and work directly with each business's C-suite. They enjoy uncapped income potential, generous performance-based rewards such as annual incentive trips and supportive office environments. Are you ready? * $100k salary consisting of $80,000 base pay and $20,000 supplemental pay + uncapped commission * Top-tier sales tools, technology and software solutions * Best-in-class, MBA-level, in-person sales training and development * Unparalleled executive leadership and sales team support * Opportunity to build strong relationships and close deals through face-to-face interactions * Professional career mapping assistance and mentorship programs * President's Club - an annual five-star luxury retreat for top sales performers and a guest * Winners' Circle - monthly events celebrating quota attainment RESPONSIBILITIES * Focus on selling new business and exceeding sales goals * Build relationships with decision-makers and C-level executives * Prospect companies with 50+ employees in your geographic territory * Maintain a steady sales pipeline by advancing in-person meetings with prospects * Close new accounts and collect critical items needed for implementation * Support new clients up to go-live date * Maintain expert knowledge of Paycom software through ongoing training * Travel up to 25% - may include overnight on all avenues of transportation (plane, train and/or automobile) * Jump in on additional projects as needed Benefits to Empower You * $100K salary and uncapped commission * Transportation allowance * $1-per-pay-period individual health insurance coverage for employees * Paid vacation, sick, bereavement, holiday and personal days * 401(k) with matching * Employee stock purchase program * Financial wellness tools * Paid family leave programs * Pet insurance * Identity theft and privacy protection plan * Legal assistance * Caregiver specialist and family-forming benefits * Mental health and well-being benefits * Award-winning learning and development programs

Job Description Plan, direct, and coordinate activities concerned with marketing and sale of projects. Participate in the conceptual development of specialized projects and oversee scheduling and budgeting of those projects. Primary Job Duties: · Input customer data, titles, contact information daily into Salesforce. · Improve communication with the client to determine the path / plan of action and project timeline within one week of receiving the file and before giving to Estimating. · Manage the receipt of required information for the project (obtain name, number, and email of the owner/franchisee or agent on the current project, ask for deadlines, current drawings of the building, kitchen equipment information, roof structure information, etc) within two weeks of file creation. · Generate a proposal according to the scope of work two days prior to the bid date; and conduct daily reviews of bid deadlines. Recipients of the proposal can be General Contractors, Owners, Developers, and Mechanical Contractors, changing the status field to “Sent” and notating the date sent and whom it was sent to in Salesforce. · Maintain weekly communication with General Contractors, Owners, Developers, and Mechanical Contractors on their expectations and our expectations of them. Note and date the conversation in Salesforce. · Review files daily to ensure bids are sent out to the customer two days prior to the bid due date, including all pertinent information regarding the project (i.e., equipment lead times). · Maintain project bid / estimating / proposal status documentation utilizing file server repositories and Salesforce CRM software. · Manage the receipt of a signed proposal daily and the activation of the approved project with Accounting. · Maintain and establish weekly corporate relations with clientele (i.e., General Contractors, Owners, Developers, Mechanical Contractors, Franchisees, etc). · Maintain biweekly proposal follow-ups, notating each follow-up in Salesforce (date and initial). · Provide weekly summary reports. Education and Experience Bachelor's Degree strongly preferred. At least 3 years of HVAC, A/C or Commercial Construction experience. EOE

The Financial Crimes Program Advisory Assistant Vice President is a key member of the First Line Financial Crimes Risk Office Team, responsible for maintaining and enhancing the first line of defense financial crimes program. This includes defining risk mitigation strategies, policy development, and technology requirements for Wealth Management & E*TRADE, and supporting the U.S. Banks and Investment Management businesses. This role requires engagement with various partners to develop, enhance, and redesign financial crimes policies, processes, and procedural requirements. The focus is on risk mitigation, execution enhancement, automation, and control improvements. The AVP assists the team on strategic priorities to lead the development and implementation of new program requirements to ensure regulatory compliance and operational effectiveness. This position serves as a trusted advisor to the business, providing solutions to complex and high-impact issues. Additionally, the role involves collecting and analyzing data to deliver actionable insights that support decision-making and strategic planning. It requires close collaboration with stakeholders to create scalable data science solutions aligned with regulatory requirements and industry best practices. Responsibilities: - Support the design and implementation of new processes, requirements, policy changes, and operating models for Wealth Management, E*TRADE, U.S. Banks, and Investment Management. - Evaluate and recommend enhancements to financial crimes controls, including AML, sanctions, and tax evasion measures. - Document and assess end-to-end business processes within the Single Process Inventory (SPI), focusing on data attributes, sources, control mechanisms, and system interfaces. - Ensure consistency in definitions and process rules across SPIs, where applicable. - Conduct data integration, profiling, and visualization using tools such as Excel, Dataiku, Python , Tableau, and others to support financial crimes strategy design. - Research and analyze enterprise datasets to identify key data elements from Wealth Management and U.S. Banks systems to drive process improvements. - Partner with technology teams to enhance data environments, integrating data tables required for analytical purposes. - Document and assess end-to-end business processes within the Single Process Inventory (SPI), focusing on data attributes, sources, control mechanisms, and system interfaces. - Ensure consistency in definitions and process rules across SPIs, where applicable. - Conduct data integration, profiling, and visualization using tools such as Excel, Dataiku, Python , Tableau, and others to support financial crimes strategy design. - Research and analyze enterprise datasets to identify key data elements from Wealth Management and U.S. Banks systems to drive process improvements. - Partner with technology teams to enhance data environments, integrating data tables required for analytical purposes. - Monitor service and productivity levels, recommending and implementing continuous improvements. - Participate on key initiatives aimed at assessing and mitigating financial crime and operational risk exposure. - Contribute to multiple workstreams with competing priorities in a dynamic, fast-paced environment - Deliver clear, concise, and proactive communication through professional PowerPoint presentations tailored to various audiences. - Develop innovative, forward-thinking solutions to enhance controls, increase efficiency, and improve the customer experience. Required Experience: - 5+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.), - Bachelor's degree in Business, Finance, or other related fields, - Strong leadership qualities and evidence a strong work ethic as well as a high degree of integrity, - Implementation and execution of Financial Crimes Programs requirements, - Knowledge of Financial Crimes laws and regulations and familiarity with best practice first line procedures and processes. - Familiarity with data reconciliation across applications - Experience with data application mapping (inflows and outflows) - Experience with relational databases, file systems, reading & writing code (e.g., SAS, Python , Python , SQL) - Experience in one or more of the following areas: business intelligence/analytics, data management, data governance, data controls, data quality management, and/or data architecture - Understanding of data governance, data quality, and data management and data concepts - Strong Experience in Microsoft Office applications(Microsoft Excel/PowerPoint/Word/Access) - In-depth knowledge and experience with various machine learning algorithms (supervised and unsupervised) and analytical toolkits Ability to: - Analyze, summarize, and communicate effectively, - Working knowledge of MS Office (Microsoft Excel/PowerPoint/Word/Access), - Work Independently and being proactive. - Operate with confidence and comfort in high-paced and high-profile environments with minimum supervision, - Multitask effectively and execute actions promptly. - Identify issues, investigate root causes, and escalate promptly, - Handle highly confidential information professionally and with appropriate discretion. Additional Skills Desired: - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus. - Certified Sanctions Specialist is a plus, - Knowledge of Financial Crimes regulatory requirements and expectations, - Strong time management and planning skills, - Strong people skills and ability to communicate effectively both verbally and in writing. - Working knowledge of programming language (e.g., SQL) and experience with data visualization tools - Experience on AI collaboration and integration to BAU processes. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For NY: Expected base pay rates for the role will be between $100K-$135K 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).

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). * Are you ready for your next best job where you can elevate your financial future? * Are you looking to grow your career with a formal career path at an established, respected, global leader? * Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging? If so, this may be the opportunity you've been searching for. Read on and decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions. You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: ******************************* WHAT YOU'LL DO: Responsibilities * Grow Our Business While Growing Yours: You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy. * Turn Prospects into Loyal and Referring Clients: You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers. * Deepen Relationships Across the ADP Family: In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here. * Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications * Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call 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. * Strategic Closer. You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships. * Proven Winner. You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: * Three years of business-to-business sales experience (preferably field sales) within a results-driven environment. * Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a "never lose" mentality will help you build team and client relationships, identify solutions, and achieve success. Bonus points for these: Preferred Qualifications * Ability to successfully build a network and effectively use social media for sales 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 where you can 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. Ongoing training, development, and mentorship opportunities for even the most insatiable learner. * Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. * Balance work and life. Resources and flexibility to more easily integrate your work and your life. * 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 impactupon 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 now! A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition. 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.

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports To Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Paycom Junior Executive Internship is an excellent opportunity to gain real-world exposure to the many that contribute to success within a fast-paced sales office. Students will gain hands-on, real-life business training and experience to broaden their understanding of sales techniques, research strategies and the behind the scenes responsibilities necessary to take our industry leading product to market. This position has an hourly rate of $24.00. Interns are not eligible for benefits. RESPONSIBILITIES * Extensive sales training, including pre-call planning, analysis and presentation preparation * Prospect potential new clients in weekly prospecting sessions * Manage inbound phone calls coming from companies looking to discuss the Paycom solution * Create quotes using our database for leads coming in from a potential client * Work collaboratively with your office sales manager, intern program manager and team of sales representatives to observe a deal through the entire sales cycle * Track all prospecting, leads, meetings and daily tasks * Professional development and sales trainings presented weekly * Travel to the local Paycom sales office and the surrounding area for in-person sales meetings requiring reliable transportation * Locations: *****************************

Job Description Area Manager - Lakeland Blue Roc Premier is actively searching for a seasoned Area Manager to become a valuable addition to our Corporate Team. We prioritize the growth and development of our staff, offering an outstanding training program aimed at cultivating strong leadership abilities in you. Your daily requirements: Oversee the day-to-day operations of a portfolio of multi-family residential properties, ensuring that all properties are well-maintained, fully occupied, and in compliance with company policies and procedures. Provide leadership and guidance to on-site property managers and maintenance staff, including hiring, training, and performance management. Develop and implement strategic leasing and marketing plans to maximize occupancy and rental revenue. Monitor property performance and financials, including budgeting, forecasting, and expense control. Conduct regular property inspections to ensure that all maintenance and repair work is completed in a timely manner and to company standards. Foster positive relationships with residents, addressing any concerns or issues in a prompt and professional manner. Collaborate with corporate leadership and other department heads to achieve company goals and objectives. Stay abreast of market trends, competitor activity, and industry best practices in multi-family property management. Qualifications: Bachelor's degree in Business Administration, Real Estate Management, or a related field preferred. Minimum of [6] years of experience in multi-family property management, with a proven track record of success in a leadership role. Strong knowledge of property management principles, practices, and regulations. Excellent leadership, interpersonal, and communication skills. Ability to multitask, prioritize responsibilities, and meet deadlines in a fast-paced environment. Proficiency in property management software and Microsoft Office Suite. Valid driver's license and reliable transportation. What We offer: Competitive salary Comprehensive insurance coverage to include Medical, Life, Dental, Vision, Long and Short-Term Disability Paid vacation Competitive bonus structure 401K Retirement Plan rent discount Background screening is required We are an equal opportunity employer.

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. The First Line Financial Crime Program Design Office is responsible for the oversight, design, implementation, and maintenance of all first line of defense financial crimes activities including defining risk mitigant strategies, adherence to policy and setting risk tolerance and expectations as well as championing the customer experience. The Architecture Implementation & Independent Testing group is responsible for establishing, maintaining, and testing consolidated Business requirements for the Program Design Office by providing governance and oversight, executing testing; and conducting horizontal reviews / regression. The team is responsible for ensuring the design adequacy and operational effectiveness of the Firm's financial crimes policies, procedures, processes, and controls is robust and timely enhanced. In addition, executing targeted reviews in the areas of high and emerging financial crimes risk and related reviews to evaluate the adequacy and effectiveness of business processes or activities and mitigating controls. In this role, you will: - Work closely with business stakeholders to gather, analyze, and document detailed system requirements for new features, enhancements, and production issues. - Document and track production issues, post deployment checks and work with technology partners on resolution. - Act as a liaison between business users and IT teams, ensuring clear communication of requirements, testing outcomes, and any issues that arise in production. - Present insights to key stakeholders, ensuring clear communication of complex findings. - Escalate issues, risks, and concerns timely and appropriately to stakeholders. - Develop training and communication plans. - Develop user support processes and document support content for sharing across stakeholders. - Develop process maps and detailed documentation to capture current and future state business processes, ensuring alignment with system capabilities. - Identify gaps in current operational processes and recommend data-driven solutions for improvement. - Assist in change management efforts by identifying potential impacts to business processes and systems and supporting the development of mitigation strategies. - Credibly challenge functional specifications / user stories /Epics from system developers, ensuring clarity and completeness. - Design and develop UAT strategies, test plans, and test cases in collaboration with business users to validate that systems meet business requirements. - Develop and compile periodic reporting to senior stakeholders including the identification of emerging risk themes/trends. - Host governance forums including Sr. Executive governance forums, drive discussions and decisions, and assist in action item tracking, project plans, milestones, and meeting documentation. - Conduct scenario testing and validation to ensure the robustness of reporting. - Responsible for identifying and assessing complex issues, structuring potential solutions, contributing to a culture of learning and continuous improvement, and driving to resolution with senior stakeholders. - Effectively communicate the validation or testing process, status, and results to leadership, business, and risk partners to make informed decisions. - Provide training and support to end-users on new systems or features, ensuring a smooth transition and high adoption rates. - Write and/or review reports or presentations that clearly articulate the results/conclusions of validation or testing activities. - Conduct post-implementation reviews to ensure that systems are functioning as expected and to identify any areas for improvement including supporting execution teams on production related issues. - Understanding of financial crimes requirements and framework AML / KYC. - Understanding of the audit and testing processes and approaches. - Should be familiar with the risk and control framework at a financial institution. - Should exhibit comfort working with technology and the ability to learn and display proficiency on technical systems and programs. Required Skills: - Strong experience in gathering and documenting business requirements, with a keen ability to translate them into technical specifications. - Solid understanding of UAT processes, test case design, and defect management, with experience in executing and managing UAT phases. - Familiarity with system development lifecycles (SDLC), and experience with testing tools such as JIRA, HP ALM, or similar. - Ability to analyze complex systems and processes, identifying potential issues and opportunities for improvement. - Excellent written and verbal communication skills, with the ability to convey technical information to non-technical stakeholders. - Proven ability to work effectively in cross-functional teams, including developers, QA testers, and business users - Familiarity with AML software and systems (e.g., Actimize, Mantas, or similar tools). - Strong problem-solving skills, with the ability to troubleshoot issues and drive them to resolution in a timely manner. Preferred Experience: - Familiarity with Agile/Scrum environments and experience participating in sprints and iterative development processes. - Experience in project management or coordination, particularly in managing testing phases and ensuring timely delivery of system changes. - Understanding of the specific industry in which the systems will be used, allowing for more targeted analysis and testing. - Relevant certifications such as Certified Business Analysis Professional (CBAP) or ISTQB certification in software testing desired. - Proficiency in analytical tools and programming languages (e.g., SQL, Python, R). - Experience with visualization tools like Tableau, Power BI, or similar. Required Qualifications: - 5+ years of risk management, compliance, control, and/or audit experience in a Bank or financial services institute with a demonstrated record of success and/or growth. - Bachelor's degree in Data Analytics, Statistics, Computer Science, Finance, Business, Finance, or a related field (Master's degree preferred). Additional Skills Desired: - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100K-$125K 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).

Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including. paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community. .What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).