Top 314 Finance Jobs in Millbury, Ma

Client Relationship Analyst
Morgan Stanley —Worcester, MA
- $15.00 - $43.27 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Head of Administration and Finance
Stellar Industries Corp. —Millbury, MA
- $137,000 - $191,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Relationship Banker 3 - Front St Worcester
Webster Five —Worcester, MA
- $22.01 - $28.00 an hour
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Senior Banker III
Middlesex Savings Bank —Wayland, MA
- $45,122 - $74,451 a year
- Extended hours
- Sales
- Computer literacy
- Basic math
School Business Manager - 4 Days per Week
Venerini Academy —Worcester, MA
- $45,000 - $48,000 a year
- Full-time
- School experience
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
1d
Automotive CFO
Icon Motors —Framingham, MA
- $85,000 - $125,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Residential Senior Appraiser
Vision Government Solutions Inc —Hudson, MA
- $68,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Management
- 5 years
- Mileage reimbursement
- Paid holidays
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Personal Banker I
MutualOne Bank —Framingham, MA
- $43,774 - $65,376 a year
- Full-time
- Bilingual
- Bachelor of Science
- Office
11d
Financial Advisor
TPM Placement —Worcester, MA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
Sr. Financial Analyst
KARL STORZ Endoscopy - America —Charlton, MA
- $79,500 - $103,300 a year
- Full-time
- Oracle
- Office
- Finance
Harley-Davidson Sales Person/Back-up Finance& Insurance
Sheldon's Harley-Davidson —Auburn, MA
- $50,000 - $60,000 a year
- Full-time
- Dealership
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
Commercial Lines Underwriter
WAHVE —Worcester, MA
- $30 - $45 an hour
- Part-time
- Remote
- Senior level
- Commercial
- Health insurance
- 401(k)
11d
Financial Aid Advisor
Lincoln Tech —Lincoln, RI
- $21 - $25 an hour
- Full-time
- University
- Data entry
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Quick Apply
Manager Finance
Confidential —Worcester, MA
- $70,000 - $110,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Analyst
Vista Higher Learning —Massachusetts
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
Financial Advisor
Edward Jones —Worcester, MA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Commercial Lines Underwriting Assistant (Hybrid)
MAPFRE —Webster, MA
- $41,200 - $54,000 a year
- Customer service
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
Financial Advisor
New York Life —Westborough, MA
- $82,956.06 - $150,000.00 a year
- Full-time
- Bilingual
- No experience needed
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Business/F&I Manager McGee Toyota
Mcgee Toyota of Putnam, CT —Putnam, CT
- $250,000 - $300,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid training
- Paid holidays
Quick Apply
5d

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Client Relationship Analyst

Morgan Stanley -
Worcester, MA

Apply Now

Job Details

$15.00 - $43.27 an hour

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 a 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

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).

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.

Expected base pay rates for the role will be between $15 and $43.27 per hour 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 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

finance jobs in millbury, ma

Client Relationship Analyst

Head of Administration and Finance

Relationship Banker 3 - Front St Worcester

Senior Banker III

School Business Manager - 4 Days per Week

Automotive CFO

Residential Senior Appraiser

Financial Advisor (Flexible Hybrid Work Environment)

Personal Banker I

Financial Advisor

Sr. Financial Analyst

Harley-Davidson Sales Person/Back-up Finance& Insurance

Commercial Lines Underwriter

Financial Aid Advisor

Manager Finance

Financial Analyst

Financial Advisor

Commercial Lines Underwriting Assistant (Hybrid)

Financial Advisor

Business/F&I Manager McGee Toyota

I want to receive the latest job alert for finance in millbury, ma

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