Top 35 Analyst Jobs in Rockford, Il

Client Relationship Analyst
Morgan Stanley —Rockford, IL
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Analyst, Data Entry
AAR Corp. —Rockford, IL
- $16.59 - $20.11 an hour
- Full-time
- Computer literacy
- ERP systems
- English
- AD&D insurance
- Paid holidays
Helpdesk Analyst
siffron —Rockford, IL
- $43,846 - $60,000 a year
- Full-time
- Writing skills
- Mid-level
- Windows
- Paid parental leave
- Health savings account
Board Certified Behavior Analyst (BCBA)
The Autism Therapy Group —Rockford, IL
- $70,000 - $80,000 a year
- Full-time
- Bilingual
- Background check
- School experience
- Continuing education credits
- Relocation assistance
Quick Apply
14d
M&A Junior Analyst
Savant Wealth Management —Rockford, IL
- $70,000 - $95,000 a year
- Overtime
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Accounts Receivable & Credit Analyst
PCI Pharma Services —Rockford, IL
- $62,000 - $70,000 a year
- Overtime
- Computer literacy
- Basic math
- Research
ASSET SEIZURE ANALYST - Police Department
City of Rockford —Rockford, IL
- $30.55 - $36.66 an hour
- Overtime
- Word processing
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Quality Analyst
International Flavors & Fragrances —Beloit, WI
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Opportunities for advancement
6d
Project Cost & Earned Value Management Analyst (Onsite)
Collins Aerospace —Rockford, IL
- $86,800 - $165,200 a year
- Full-time
- Engineering
- Office
- 3 years
- Paid holidays
- Loan repayment program
10h
IT Telecommunications Analyst
Rosecrance Health Network —Rockford, IL
- From $94,993.60 a year
- Monday to Friday
- Remote
- Bachelor of Science
- System design
- HIPAA
- Wellness program
- AD&D insurance
Quick Apply
6d
Supply Chain Analyst/Strategist
IMI Plc - Legacy Precision —Machesney Park, IL
- $85,000 - $95,000 a year
- Oracle
- 3 years
- Finance
- Health savings account
- Employee stock purchase plan
Quick Apply
Supply Chain Analyst/Strategist
IMI plc —Machesney Park, IL
- $85,000 - $95,000 a year
- Full-time
- Oracle
- 3 years
- Finance
- Health savings account
- Employee stock purchase plan
Freight Analyst
Waldom Electronics —Rockford, IL
- $24.50 - $30.02 an hour
- 8 hour shift
- ERP systems
- Mid-level
- Finance
- Paid holidays
- Health insurance
Quick Apply
1d
Merchandising Analyst (965)
ABC® Supply Co. Inc. —Beloit, WI
- Full-time
- 5 years
- Merchandising
- Mid-level
- Paid holidays
- Disability insurance
Sr. Financial Analyst
PCI Pharma Services —Rockford, IL
- $77,600 - $87,300 a year
- Overtime
- Computer literacy
- Basic math
- Bachelor's degree
- Health insurance
- Dental insurance
Pricing Analyst
ABC® Supply Co. Inc. —Beloit, WI
- Full-time
- 5 years
- Merchandising
- Mid-level
- Paid holidays
- Disability insurance
ESG & Regulatory Reporting Analyst (923)
ABC® Supply Co. Inc. —Beloit, WI
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Finance Analyst - On-Site
KADON PRECISION MACHINING, LLC —Rockford, IL
- $70,000 - $100,000 a year
- ERP systems
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Student Analyst I
Caravel Autism Health —Beloit, WI
- Full-time
- Classroom
- Clinic
- Working with children
- Paid training
- Paid holidays
Quick Apply
Senior Financial Analyst
Constellation Energy Generation, LLC. —Byron, IL
- $86,400 - $129,600 a year
- Extended hours
- Microsoft Excel
- CPA
- Office
- Wellness program
- Employee stock purchase plan

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Client Relationship Analyst

Morgan Stanley -
Rockford, IL

Apply Now

Job Details

Full-time
$34,320 - $90,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

POSITION SUMMARY

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
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
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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
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 (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
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

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 multi-task
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.

Salary range for the position: $34,320 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley 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

analyst jobs in rockford, il

Client Relationship Analyst

Analyst, Data Entry

Helpdesk Analyst

Board Certified Behavior Analyst (BCBA)

M&A Junior Analyst

Accounts Receivable & Credit Analyst

ASSET SEIZURE ANALYST - Police Department

Quality Analyst

Project Cost & Earned Value Management Analyst (Onsite)

IT Telecommunications Analyst

Supply Chain Analyst/Strategist

Supply Chain Analyst/Strategist

Freight Analyst

Merchandising Analyst (965)

Sr. Financial Analyst

Pricing Analyst

ESG & Regulatory Reporting Analyst (923)

Finance Analyst - On-Site

Student Analyst I

Senior Financial Analyst

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