Top 147 Registered client service Jobs in Middleton, Wi

Registered Client Relationship Analyst
Morgan Stanley —Middleton, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Nurse (Part Time) Flexible Hours - Home Healthcare
Midwest Labor and Staffing LLC —Madison, WI
- $35 - $45 an hour
- Part-time
- Background check
- Nursing
- Management
- Flexible schedule
Quick Apply
9d
Inpatient RNs Now Hiring: Starting at $64/hr
ShiftMed —Madison, WI
- From $64 an hour
- Overtime
- CPR Certification
- Current TB test
- RN License
- COVID-19 protective measures
- Disability insurance
Quick Apply
Float ER CVT - Procedure and Anesthesia Support
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Overnight shift
- Medication administration
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k) matching
Quick Apply
RN Long-Term Assignments $64/hr
ShiftMed —Madison, WI
- $64 an hour
- Overtime
- CPR Certification
- Current TB test
- RN License
- COVID-19 protective measures
- Disability insurance
Quick Apply
Certified Veterinary Technician - Emergency Swing Shift
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Overnight shift
- Medication administration
- Customer service
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Certified Veterinary Technician - Emergency Overnights
Madison Veterinary Specialists —Monona, WI
- Overnight shift
- Medication administration
- Customer service
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Emergency Veterinary Technician
VCA Animal Hospitals —Middleton, WI
- $25 - $30 an hour
- Full-time
- Mid-level
- Team management
- ER
- Continuing education credits
- Paid parental leave
Civil Engineer - Project Construction Leader
Kapur and Associates —Madison, WI
- $90,000 - $150,000 a year
- Full-time
- Construction site
- Office
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Home Health RN Clinical Manager 10K Sign On Bonus
Aveanna Healthcare —Madison, WI
- $100,000 - $115,000 a year
- Full-time
- CPR Certification
- Nursing
- RN License
- Employee stock purchase plan
- Paid holidays
Quick Apply
6d
Financial Advisor
Edward Jones —Windsor, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Vehicle Condition Inspector
ACV Auctions —Madison, WI
- $18.50 an hour
- Full-time
- Dealership
- Customer service
- English
- Paid jury duty
- AD&D insurance
Quick Apply
3d
CDL A Truck Driver
US Foods, Inc. —Madison, WI
- $34.04 an hour
- Overtime
- Customer service
- English
- CDL A
- Employee stock purchase plan
- Disability insurance
RN Case Manager
Moments Hospice —Madison, WI
- $75,000 - $90,000 a year
- Full-time
- RN License
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
2d
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Behavior Technician work with Kids
Caravel Autism Health —Madison, WI
- $17.50 - $24.50 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Leadership
- Paid training
- Mileage reimbursement
Quick Apply
5d
Registration Coordinator
Wisconsin Foundation and Alumni Association —Madison, WI
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Community Resource Navigator
Humana —Madison, WI
- $41,900 - $56,600 a year
- Full-time
- Bilingual
- Mid-level
- Driver's License
- Mileage reimbursement
- Paid parental leave
4d
The Courtyard @ Fitchburg, Director of Wellness, Assisted Living
Encore Senior Living —Fitchburg, WI
- $105,000 - $115,000 a year
- Full-time
- Nursing
- RN License
- Mid-level
- Disability insurance
- Health insurance
Private Client Banker - Sauk Creek Branch - Madison, WI
JPMorganChase —Madison, WI
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Registered Client Relationship Analyst

Morgan Stanley -
Middleton, WI

Apply Now

Job Details

Full-time

Qualifications

Research

Full Job Description

Job Description

POSITION SUMMARY

Registered Client Relationship Analysts 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 a 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
Assists Financial Advisor(s) / team in delivering against their business plan and client service model
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)
Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
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 Financial Advisor / 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 https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client service jobs in middleton, wi

Registered Client Relationship Analyst

Registered Nurse (Part Time) Flexible Hours - Home Healthcare

Inpatient RNs Now Hiring: Starting at $64/hr

Float ER CVT - Procedure and Anesthesia Support

RN Long-Term Assignments $64/hr

Certified Veterinary Technician - Emergency Swing Shift

Certified Veterinary Technician - Emergency Overnights

Emergency Veterinary Technician

Civil Engineer - Project Construction Leader

Home Health RN Clinical Manager 10K Sign On Bonus

Financial Advisor

Vehicle Condition Inspector

CDL A Truck Driver

RN Case Manager

Wealth Management Associate

Behavior Technician work with Kids

Registration Coordinator

Community Resource Navigator

The Courtyard @ Fitchburg, Director of Wellness, Assisted Living

Private Client Banker - Sauk Creek Branch - Madison, WI

I want to receive the latest job alert for registered client service in middleton, wi

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