Top 219 Benefits analyst Jobs in Louisville Ky

Client Relationship Analyst
Morgan Stanley —Louisville, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Health Plan Member Services Analyst
Abilis Health Plan —Louisville, KY
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Health insurance
- Prescription drug insurance
Talent & Rewards Consulting Analyst
Mercer —Louisville, KY
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
Residential Board Certified Behavior Analyst (BCBA)
Clinical Behavior Analysis, LLC —Louisville, KY
- $75,000 - $90,000 a year
- Full-time
- Background check
- Applied behavior analysis
- Adults
- Continuing education credits
- Mileage reimbursement
Quick Apply
Board Certified Behavior Analyst (BCBA)
Higher Ground ABA, LLC —Louisville, KY
- $72,000 - $90,000 a year
- Part-time
- Background check
- Applied behavior analysis
- Management
- Continuing education credits
- Mileage reimbursement
Quick Apply
Registered Behavior Technician (RBT) - Immediate Opening!
Harmony Behavioral Services —Pewee Valley, KY
- $35,000 - $45,000 a year
- Part-time
- Mid-level
- High school diploma or GED
- Clinic
- Paid training
- Paid holidays
Quick Apply
Registered Behavior Technician - Weekly Pay
Adapt for Life: Center for ABA Therapy and Autism —New Albany, IN
- $16 - $22 an hour
- Full-time
- Writing skills
- HIPAA
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Product Owner
Pinnacle Partners, Inc. —New Albany, IN
- Up to $130,000 a year
- Hybrid work
- ERP systems
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Float BCBA (Multi-Site Coverage)
Cultivate Behavioral Health & Education —Kentucky
- $75,000 - $100,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Master's degree
- Travel reimbursement
- Continuing education credits
Quick Apply
3d
Military Service - U.S. Air National Guard, Cryptologic Analyst and Reporter
Military Service - U.S. Air National Guard Recruiting —Kentucky
- From $50,000 a year
- Full-time
- High school diploma or GED
- Entry level
- Health insurance
Application Support Analyst II
Jack Henry —Louisville, KY
- Full-time
- Remote
- Mid-level
- Travel
- Organizational skills
Human Resources Information Systems Analyst
BrightSpring Health Services —Louisville, KY
- Full-time
- HIPAA
- Research
- Mid-level
Analyst, Contracts
Constellation Energy Generation, LLC. —Hurstbourne Acres, KY
- $69,600 - $104,400 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Analysis skills
- Employee stock purchase plan
- Paid holidays
3d
Treasury Analyst
Texas Roadhouse —Louisville, KY
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Health insurance
1d
Defined Benefit Implementation Analyst
Mercer —Louisville, KY
- $59,500 - $119,500 a year
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health insurance
- 401(k)
14h
Associate FinOps Engineer
Marsh —Louisville, KY
- Full-time
- Hybrid work
- Computer science
- Azure
- Computer Science
Business Analyst-Pharmacy & Technology
PharMerica —Louisville, KY
- Full-time
- HIPAA
- Mid-level
- 3 years
- Health insurance
- Dental insurance
7d
Customer Insight Associate Analyst
Canon U.S.A., Inc. —Louisville, KY
- $42,190 - $63,160 a year
- Full-time
- Clean driving record
- Office
- Ability to lift 50 pounds
- Profit sharing
- Health insurance
Payroll Analyst
Sazerac Company —Louisville, KY
- $66,000 - $99,000 a year
- Hybrid work
- 5 years
- Bachelor's degree
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
Operations Analyst
Global Payment Holding Company —Jeffersonville, IN
- Full-time
- Mid-level
- Continuous improvement
- Communication skills
- Health insurance
- Dental insurance
Quick Apply

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Client Relationship Analyst

Morgan Stanley -
Louisville, KY

Apply Now

Job Details

Full-time

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.

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

benefits analyst jobs in louisville ky

Client Relationship Analyst

Health Plan Member Services Analyst

Talent & Rewards Consulting Analyst

Residential Board Certified Behavior Analyst (BCBA)

Board Certified Behavior Analyst (BCBA)

Registered Behavior Technician (RBT) - Immediate Opening!

Registered Behavior Technician - Weekly Pay

Product Owner

Float BCBA (Multi-Site Coverage)

Military Service - U.S. Air National Guard, Cryptologic Analyst and Reporter

Application Support Analyst II

Human Resources Information Systems Analyst

Analyst, Contracts

Treasury Analyst

Defined Benefit Implementation Analyst

Associate FinOps Engineer

Business Analyst-Pharmacy & Technology

Customer Insight Associate Analyst

Payroll Analyst

Operations Analyst

I want to receive the latest job alert for benefits analyst in louisville ky

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