Paychex jobs in Sarasota, FL - 29 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

ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. * Are you ready to control your financial future with unlimited upside earnings potential? * Are you looking for continuous learning and the opportunity to invest in yourself? * Do you want to join a dynamic, inclusive team environment with a culture of collaboration and belonging? If so, this may be the opportunity for you. Don't just take our word for it... read on and see for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with greater than 50 employees. With a little help from our top-notch sales training, you'll connect with both new and existing clients to sell products that put millions of employees on the road to retirement readiness. If you prefer doing things the same all the time -- rinse and repeat -- then you may not be a perfect fit for this role. In selling retirement solutions, you will find that every sales process is different. You won't sell one product with a standardized price list to the same type of buyer again and again. However, if it excites you to think that each sales process, each client/prospect interaction, and each day will be different, then you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards as you make a name for yourself at ADP. (Hey, you love learning new things and patience is your middle name.) 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 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 Retirement Services 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 * Proven Winner. You have an impressive track record (5+ years) of outside business-to-business sales experience including prospecting and territory management. * Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. * Team Player. You can work independently, as well as collaborate with other ADP Sales Associates. * Trusted Advisor. You build relationships, live integrity, and deliver on promises...every time. 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: * Five+ years of quota-carrying, outside business-to-business sales experience * 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 * Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales acumen will be considered pending appropriate licensing within the first 45 days of employment. * Existing relationships with Financial Advisors in the assigned territory is a plus. 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 today! 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.

Job Description The mission for the Service Call Coordinator is the primary service tech employee. This person is responsible for most calls for service following startup and outside of the original installer contract. This person is committed to providing excellent customer service when handling service calls. Primary Job Duties Monitor and respond to service emails daily. Log service calls into Salesforce daily. Daily communication with the client, providing the date and time of the service and any updates. Obtain daily updates on service calls, entering all information into Salesforce. Daily receipt of service invoices, entering the invoice onto the service log in Salesforce and forwarding the invoice to Accounting. Weekly coordination with service technicians for updates and invoices, logging all information into the service call log. Acquiring all information and necessary documents, prepare and send close out documents within 60 days after completion of the job. Obtain shipping quotes within the same day of receiving a shipping request. Daily monitoring of the shipment pickup / delivery dates and times. Notating all pertinent shipping information in Salesforce. Education and Experience Associate's Degree (or other 2-year degree) preferred, but not required High School Diploma - or the equivalent (for example, GED) 1-2 years of HVAC and/or AC or Commercial Construction experience required EOE

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.

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. SUMMARY This position is responsible for selling Insperity's HRCore to organizations as assigned. RESPONSIBILITIES * Meets minimum acceptable sales and activity levels, as determined by management. * Works closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. * Proactively calls on prospective customers to explain benefits, and value of Insperity's HRCore offering. * Cultivates and closes new HRCore customers in a defined territory. * Follows up on sales leads generated from a variety of sources. * Serves as a key stakeholder in pipeline management and client relations and ensures sales goals are met. * Develops and manages relationships with prospects and customers to ensure customer satisfaction and a strong base for referrals. * Forecasts accurately and maintains all sales cycle activities within the appropriate systems in accordance with the Company's sales process and methodology. * Educates prospects on the benefits of the Company's products and solutions through compelling articulation of our business model and value proposition. * Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace. * Evaluates prospects' business needs and presents appropriate mix of Company's products and solutions. * Works in collaboration with other Insperity sales teams to ensure timely, high-quality prospect decisions for HRCore. * Ability to work in a rapidly changing, team environment. * Ability to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company. * Ability to coordinate and work with extended team members particularly in a matrix company and client scenario. * Strong negotiation skills to successfully handle tough situations with both internal and external groups. Ability to win concessions without damaging relationships. * Ability to meet or exceed personal and team weekly, monthly, quarterly, and annual goals. * Strong working knowledge of technology platforms available to Insperity HRCore customers. * Demonstrated meeting facilitation skills, ability to conduct web conferences and phone-based interactions. QUALIFICATIONS * High School Diploma or equivalent is required. Bachelor's Degree is preferred. * Five years of B2B selling experience is preferred but not required. * Multi-year track record of successfully closing a high number of new customers, in a lead role, is strongly preferred. TRAVEL REQUIREMENTS Travels: Yes, up to 20% of time 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.

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).

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

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).

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 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. Department Profile: The WM First Line Financial Crimes Risk (“1L FCR”) department is embedded within the Firm's business line and is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The 1L FCR department is considered the first line of defense and supports the onboarding, screening, due diligence, and enhanced due diligence processes for Morgan Stanley. Team: Program Design Group - Build Team Production & Post-Production Support The Program Design Group (“PDG”) is the internal team responsible for enabling and delivering technology solutions for the 1L FCR department. PDG partners with internal 1L FCR teams, Platforms, Technology and Operations to design, build, enhance, and support the systems that enable AML, KYC, screening, onboarding, and other client-risk processes within the first line of defense. The Build Team delivers end-to-end technology solutions for 1L FCR, including requirements writing, functional design, UAT, and production/post-production support. These roles strengthen PDG's ability to deliver stable releases and ensure reliable system performance across 1L FCR-owned capabilities. The Production and Post-Implementation Support function provides structured triage, investigation, requirement refinement, and coordination for all issues raised after deployment. The team also performs post-deployment testing and ongoing production validation to ensure that system functionality remains stable and unchanged after releases. The group reports to a U.S.-based VP and partners closely with 1L FCR, Platforms, and Technology to ensure efficient issue resolution, high-quality releases, and continuous improvement across all first-line Financial Crimes-related systems. This is an early-career, growth-focused role suited for strong analytical thinkers who can develop Financial Crimes Compliance knowledge on the job. Primary Responsibilities: Intake, log, and track production and post-production items raised by Financial Crimes Risk stakeholders in Jira/Excel Monitor, triage, and support resolution of production and post-production items Analyze issues to determine whether they represent defects, requirements gaps, enhancements, or net-new build requests Perform structured root-cause analysis by comparing system behavior against business requirements, functional designs, UAT results, QA findings, workflow steps, and other relevant artifacts to determine what went wrong and why Rewrite, clarify, and enhance business requirements based on findings, ensuring documentation is complete and high-quality Update issue-tracking tools (e.g., JIRA) and provide clear, timely status updates to all stakeholders Coordinate with 1L FCR, Platforms, and Technology partners to ensure efficient investigation and resolution of system issues Collaborate with VP overseeing the function for prioritization, business context, and stakeholder communications Support continuous improvement by identify recurring patterns and recommending enhancements to requirements or workflows Maintain strong documentation and follow established processes to ensure consistency, accuracy, and control adherence Assist with post-deployment validation and confirm that changes and fixes performed by Technology operate as intended Qualifications 3-5 years of related experience in technology, business analysis, operations, production support, or similar roles Demonstrated ability to perform structured analysis of system behavior, workflow logic, and data to identify root causes Strong written communication skills with the ability to draft and refine high-quality business requirements Proven ability to work independently in a fast-paced, high-volume environment while managing multiple priorities Strong organizational skills, attention to detail, and commitment to producing accurate, high-quality work product Experience partnering with Platforms, Technology, QA/UAT, or other cross-functional groups to drive issue resolution Ability to handle confidential information with professionalism and discretion Knowledge of Financial Crimes concepts (AML, KYC, CIP, screening, onboarding, periodic review) is helpful but not required; must be able to learn quickly Bachelor's degree in Data Analytics, Computer Science, Finance, Business or a related field Skills and Qualities: Strong analytical and problem-solving skills with a methodical, structured approach Clear concise communication (written and verbal) with the ability to translate issues into actional next steps High integrity, ownership mindset, and strong work ethic Ability to escalate risks or blockers promptly with clear supporting detail Ability to collaborate effectively with colleagues in both the U.S. and India Proactive, resourceful, and comfortable working through ambiguity Ability to manage competing priorities under tight deadlines Detail-oriented with strong documentation discipline Interest in growing into broader responsibilities within PDG and 1L FCR Working knowledge of MS Office (e.g. Microsoft Word, PowerPoint, Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $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).

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

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.

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: ***************************** **Qualifications** **Education/Certification:** + **Bachelor's degree in Public Relations, Communications, Marketing, Business or related field** **Experience:** **Summer:** + **Rising Senior (within two semesters of graduating or less) majoring in an area of business with proven academic success** + **GPA of 3.0 or higher** **Spring:** + **Current Senior majoring in an area of business with proven academic success** + **GPA of 3.0 or higher** **Skills/Abilities:** + **Ability to work a minimum of 35 hours/week for the Summer Program, 20 hours/week for Spring Program** + **Demonstrate a passion for sales, including outside or inside sales opportunities** + **Convey knowledge of a CRM; preferred** + **Be a self-starter and have demonstrated leadership experience** + **Exhibit excellent communication skills, both verbal and written** + **Demonstrate research and analytical skills** **PHYSICAL DEMANDS** **The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.** **While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and fingers to handle, type, or feel; reach with hands and arms; and talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.** **WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS** **The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.** **No hazardous or significantly unpleasant conditions. (Such as in a** **typical** **office). The noise level in the work environment is usually moderate.** **_Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information:_** **_paycom.com/careers/eeoc_**

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).

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 covera ge for a FA/PWA/team including: * S upporting 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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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. Job Summary As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution which includes access to benefits, payroll, and HR services to companies with 5-99 employees within your designated territory. You'll prospect and build your own book of business, own your opportunities and execute your sales process an organized calendar of activities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses. Essential Duties/Responsibilities Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees. Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities. Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly. Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect's decision-making system, to effectively gain successful business and long-term client relationships. Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process. Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities. Achieve quota target by meeting sales activity metrics. Complete all administrative tasks and duties in a timely manner. Demonstrate TriNet's core values daily. Required for All Jobs • Performs other duties as assigned • Complies with all policies and standards Education Qualifications Bachelor's degree desired; or equivalent education and/or related work experience. Experience Qualifications Typically 3+ years' experience in B2B complex sales cycle role required Proven PEO experience preferred Skills and Abilities Excellent verbal and written communication skills. Ability to communicate with colleagues at all levels of the organization. Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks. Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet. Ability to manage multiple priorities and sales opportunities at different stages. Excellent verbal and written communication skills, interpersonal skills and presentation skills. A proven dedication to high professional ethical standards and a diverse workplace. Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities. Experience with technology and common software and web applications, including MS Office and Salesforce.com. Detail oriented. Travel Requirements Ability and willingness to travel to prospective clients' sites within your assigned territory. Work Environment Work in clean, pleasant, and comfortable home or office 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. Position may be considered remote and require reliable and consistent internet service. The salary range for this role is $75,000.00 to $95,700.00. 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.

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.

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 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. Department Profile: The WM First Line Financial Crimes Risk ("1L FCR") department is embedded within the Firm's business line and is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The 1L FCR department is considered the first line of defense and supports the onboarding, screening, due diligence, and enhanced due diligence processes for Morgan Stanley. Team: Program Design Group - Build Team Production & Post-Production Support The Program Design Group ("PDG") is the internal team responsible for enabling and delivering technology solutions for the 1L FCR department. PDG partners with internal 1L FCR teams, Platforms, Technology and Operations to design, build, enhance, and support the systems that enable AML, KYC, screening, onboarding, and other client-risk processes within the first line of defense. The Build Team delivers end-to-end technology solutions for 1L FCR, including requirements writing, functional design, UAT, and production/post-production support. These roles strengthen PDG's ability to deliver stable releases and ensure reliable system performance across 1L FCR-owned capabilities. The Production and Post-Implementation Support function provides structured triage, investigation, requirement refinement, and coordination for all issues raised after deployment. The team also performs post-deployment testing and ongoing production validation to ensure that system functionality remains stable and unchanged after releases. The group reports to a U.S.-based VP and partners closely with 1L FCR, Platforms, and Technology to ensure efficient issue resolution, high-quality releases, and continuous improvement across all first-line Financial Crimes-related systems. This is an early-career, growth-focused role suited for strong analytical thinkers who can develop Financial Crimes Compliance knowledge on the job. Primary Responsibilities: * Intake, log, and track production and post-production items raised by Financial Crimes Risk stakeholders in Jira/Excel * Monitor, triage, and support resolution of production and post-production items * Analyze issues to determine whether they represent defects, requirements gaps, enhancements, or net-new build requests * Perform structured root-cause analysis by comparing system behavior against business requirements, functional designs, UAT results, QA findings, workflow steps, and other relevant artifacts to determine what went wrong and why * Rewrite, clarify, and enhance business requirements based on findings, ensuring documentation is complete and high-quality * Update issue-tracking tools (e.g., JIRA) and provide clear, timely status updates to all stakeholders * Coordinate with 1L FCR, Platforms, and Technology partners to ensure efficient investigation and resolution of system issues * Collaborate with VP overseeing the function for prioritization, business context, and stakeholder communications * Support continuous improvement by identify recurring patterns and recommending enhancements to requirements or workflows * Maintain strong documentation and follow established processes to ensure consistency, accuracy, and control adherence * Assist with post-deployment validation and confirm that changes and fixes performed by Technology operate as intended Qualifications * 3-5 years of related experience in technology, business analysis, operations, production support, or similar roles * Demonstrated ability to perform structured analysis of system behavior, workflow logic, and data to identify root causes * Strong written communication skills with the ability to draft and refine high-quality business requirements * Proven ability to work independently in a fast-paced, high-volume environment while managing multiple priorities * Strong organizational skills, attention to detail, and commitment to producing accurate, high-quality work product * Experience partnering with Platforms, Technology, QA/UAT, or other cross-functional groups to drive issue resolution * Ability to handle confidential information with professionalism and discretion * Knowledge of Financial Crimes concepts (AML, KYC, CIP, screening, onboarding, periodic review) is helpful but not required; must be able to learn quickly * Bachelor's degree in Data Analytics, Computer Science, Finance, Business or a related field Skills and Qualities: * Strong analytical and problem-solving skills with a methodical, structured approach * Clear concise communication (written and verbal) with the ability to translate issues into actional next steps * High integrity, ownership mindset, and strong work ethic * Ability to escalate risks or blockers promptly with clear supporting detail * Ability to collaborate effectively with colleagues in both the U.S. and India * Proactive, resourceful, and comfortable working through ambiguity * Ability to manage competing priorities under tight deadlines * Detail-oriented with strong documentation discipline * Interest in growing into broader responsibilities within PDG and 1L FCR * Working knowledge of MS Office (e.g. Microsoft Word, PowerPoint, Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $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).

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 **Qualifications** **Education/Certification:** + **Bachelor's degree (in business or professional selling preferred)** **Experience:** + **Experience in a competitive and fast-paced B2B sales environment with a record of success exceeding goals and metrics, which may be demonstrated through previous B2B full-time work, B2B internships or excelling in collegiate sales competitions** **PREFERRED QUALIFICATIONS** **Experience:** + **Strategic sales and closing experience** + **Experience in B2B sales, handling complex processes and facilitating several touchpoints over multiple channels** **What You Will Bring** + **Proven ability to exceed sales metrics** + **Experience in a structured and fast-paced sales environment** + **Ability to analyze client needs and provide strategic business solutions** + **Solid problem-solving and consultative skills** + **Excellent written and verbal communication** + **Highly self-motivated and results-oriented** + **Strong presentation, organization, multitasking and time management skills** + **Proficiency with Microsoft Office, specifically PowerPoint, Excel and Outlook** **Pay Transparency Statement** **This position has a salary of $100,000 per annum, consisting of $80,000 base pay and $20,000 supplemental pay with an additional uncapped commission plan. Paycom provides health insurance to employees at an employee cost of $1 per pay period; a 401(k) plan with company match; available flexible spending accounts; $50,000 basic life and AD&D; paid vacation, holidays and sick leave; employee stock purchase plan; paid family leave; and many other benefits.** **Commitment to a Culture of Belonging** **Our people are our priority. Paycom engages and empowers our employees through a culture steeped in growth and innovation. At Paycom, each team member is equipped with the tools, resources and leadership to become their best selves. This includes our commitment to a culture of belonging. We have zero tolerance for racism, harassment or discrimination. Our teams are encouraged to form deeper relationships with those around them based on mutual respect, dignity and understanding. To help further these goals, we are committed to equal employment opportunity and affirmative action policies.** **PHYSICAL DEMANDS** **The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.** **While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and fingers to handle, type, or feel; reach with hands and arms; and talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.** **WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS** **The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.** **No hazardous or significantly unpleasant conditions. (Such as in a typical office). The noise level in the work environment is usually moderate.** **_Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information:_** **_paycom.com/careers/eeoc_**