Top 37 document scanning 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
Contract Admin Associate
Quest Global —Rockford, IL
- $22.00 - $26.50 an hour
- Full-time
- Inventory management
- High school diploma or GED
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
5d
Inpatient Service Rep
Javon Bea Hospital —Rockford, IL
- $18.65 - $27.04 an hour
- Full-time
- Hospital
- CNA
- Entry level
- Paid parental leave
- Health savings account
Quick Apply
Certified Nursing Assistant, Surgical Inpatient (Med 1), PRN
Javon Bea Hospital —Rockford, IL
- $17.57 - $27.04 an hour
- PRN
- Surgery
- Inpatient
- Mid-level
- Employee assistance program
Quick Apply
4d
Certified Nursing Assistant
Javon Bea Hospital —Rockford, IL
- $17.57 - $25.48 an hour
- PRN
- Surgery
- Mid-level
- Conflict management
- Employee assistance program
Quick Apply
8d
ASST STORE MGR
Dollar General —Rockford, IL
- $16.10 - $16.60 an hour
- Full-time
- Merchandising
- High school diploma or GED
- Supervising experience
- Paid parental leave
- Health insurance
Ultrasound Technologist - PRN
Javon Bea Hospital —Rockford, IL
- $37.29 - $55.94 an hour
- Overtime
- Hospital
- Mid-level
- Ob/Gyn
- Employee assistance program
Quick Apply
Certified Nursing Assistant, Intermediate Step-down - Nights
Javon Bea Hospital —Rockford, IL
- $17.57 - $25.48 an hour
- 12 hour shift
- Acute care
- Surgery
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Certified Nursing Assistant, Neuro ICU - Days
Javon Bea Hospital —Rockford, IL
- $17.57 - $25.48 an hour
- Full-time
- Surgery
- Mid-level
- Critical & Intensive Care
- Paid parental leave
- Health savings account
Quick Apply
8d
Certified Nursing Assistant, JBH Float Pool/Nights
Javon Bea Hospital —Rockford, IL
- $17.57 - $25.48 an hour
- Full-time
- Surgery
- Float pool
- Hospital
- Paid parental leave
- Health savings account
Quick Apply
1d
Ultrasound Technologist - Float Registry
Javon Bea Hospital —Rockford, IL
- $37.29 - $55.94 an hour
- Overtime
- Float pool
- Mid-level
- Clinic
- Employee assistance program
Quick Apply
ASST STORE MANAGER - DGPP
Dollar General —Rockford, IL
- $17.00 - $17.50 an hour
- Full-time
- Writing skills
- Merchandising
- Mid-level
- Paid parental leave
- Health insurance
Material Handler - Day
GXO Logistics —Belvidere, IL
- $18.75 an hour
- Overtime
- 18 years or older
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
1d
Loan Operations Manager
Byron Bank —Byron, IL
- $58,900 - $70,500 a year
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Export Documentation Specialist
The Delong Co., Inc. —Clinton, WI
- $20 - $23 an hour
- Extended hours
- Office
- High school diploma or GED
- Ability to sit for extended periods
- Disability insurance
- Health insurance
Quick Apply
Material Handler - Day shift Monday - Friday 9:00am - 5:30pm
GXO Logistics —Belvidere, IL
- Overtime
- 18 years or older
- Basic math
- Pass drug screening
- Disability insurance
- Health insurance
Automation Lead
CGI Group, Inc. —United States
- $57,100 - $154,300 a year
- Azure
- 8 years
- Continuous improvement
- Paid parental leave
- Paid holidays
4d

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Inpatient Service Rep
Javon Bea Hospital —Rockford, IL
Answers the telephone and call lights in an appropriate and timely manner, providing information or relaying messages to patients and staff.
$18.65 - $27.04 an hour
Quick Apply
Unit Clerk CNA - Operating Room
Mercy Crystal Lake Hospital & Medical Center —Harvard, IL
Answers the telephone and call lights in an appropriate and timely manner, providing information or relaying messages to patients and staff.
$18.65 - $27.04 an hour
Quick Apply

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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

document scanning jobs in rockford, il

Client Relationship Analyst

Contract Admin Associate

Inpatient Service Rep

Certified Nursing Assistant, Surgical Inpatient (Med 1), PRN

Certified Nursing Assistant

ASST STORE MGR

Ultrasound Technologist - PRN

Certified Nursing Assistant, Intermediate Step-down - Nights

Certified Nursing Assistant, Neuro ICU - Days

Certified Nursing Assistant, JBH Float Pool/Nights

Ultrasound Technologist - Float Registry

ASST STORE MANAGER - DGPP

Material Handler - Day

Loan Operations Manager

Export Documentation Specialist

Material Handler - Day shift Monday - Friday 9:00am - 5:30pm

Automation Lead

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