Top 60 Reimbursement analyst Jobs in West Des Moines, Ia

Registered Client Relationship Analyst
Morgan Stanley —West Des Moines, IA
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Board Certified Behavior Analyst
GPac —Ankeny, IA
- $74,000 - $95,000 a year
- Full-time
- Experience working with individuals with developmental disabilities
- Mid-level
- Clinic
- Continuing education credits
- Paid holidays
Quick Apply
11d
Preschool-aged Behavior Technician (RBT) ***$250 Bonus
Stride Autism Centers —West Des Moines, IA
- From $18.50 an hour
- Full-time
- Background check
- 18 years or older
- High school diploma or GED
- Paid training
- Disability insurance
Financial Billing Analyst (Full-Time, On-Site)
Terracon —Des Moines, IA
- $63,000 - $78,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
12d
Preschool-aged Behavior Technician (RBT) ***$250 Bonus
Stride Autism Centers —Urbandale, IA
- $18.50 - $21.50 an hour
- Full-time
- Background check
- 18 years or older
- High school diploma or GED
- Disability insurance
- Health insurance
Data Analyst-Revenue Cycle Management (Full-Time)
The Iowa Clinic —West Des Moines, IA
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Wellness program
Sr. Business Intelligence Analyst
Sammons Financial Group —West Des Moines, IA
- $69,324 - $115,540 a year
- Full-time
- Computer science
- Computer Science
- Marketing
- Health savings account
- Paid holidays
BSA Analyst
Bank Iowa —West Des Moines, IA
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
9d
Financial Billing Analyst
Terracon —Des Moines, IA
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
11d
IT Solutions Analyst
The Weitz Company —Des Moines, IA
- Full-time
- Hybrid work
- Microsoft Outlook
- 5 years
- Writing skills
- Wellness program
- Paid parental leave
Quick Apply
10d
Epic Certified Willow Home Infusion Analyst 6340181
Accenture —Des Moines, IA
- $52 - $56 an hour
- Full-time
- System design
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
Epic Certified Willow Home Infusion Analyst 6340181
Logic —Des Moines, IA
- $52 - $56 an hour
- Full-time
- System design
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
BSA Analyst I or II
Bankers Trust —Des Moines, IA
- $58,000 - $78,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Health insurance
5d
BSA Analyst I or II
Bankers Trust Company —Des Moines, IA
- $58,000 - $78,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Health insurance
5d
Credit Analyst III
Bank Iowa —West Des Moines, IA
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
11d
Director of Claims and Litigation
Banner Health —Des Moines, IA
- $57.38 - $95.64 an hour
- Part-time
- Remote
- Background check
- 6 years
- Writing skills
- Wellness program
- Employee assistance program
Accounting Analyst
Kreg Tool Company —Ankeny, IA
- Full-time
- CPA
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
Health Provider Revenue Cycle Manager
Accenture —Des Moines, IA
- $87,400 - $293,800 a year
- Full-time
- Oracle
- HIPAA
- Bachelor's degree
- Paid holidays
- Disability insurance
IT Risk & Compliance Consultant
Sammons Financial Group —West Des Moines, IA
- $84,721 - $176,501 a year
- Full-time
- Computer Science
- Research
- Bachelor's degree
- Health savings account
- Paid holidays
Physician Support Analyst
UnityPoint Health —Des Moines, IA
- Part-time
- HIPAA
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
13d

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Registered Client Relationship Analyst

Morgan Stanley -
West Des Moines, IA

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Job Details

Qualifications

Research

Full 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. MS Online, 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)

Morgan Stanley EOE committed to diversifying its workforce.

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'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).

Apply Now

Refine Your Search

reimbursement analyst jobs in west des moines, ia

Registered Client Relationship Analyst

Board Certified Behavior Analyst

Preschool-aged Behavior Technician (RBT) ***$250 Bonus

Financial Billing Analyst (Full-Time, On-Site)

Preschool-aged Behavior Technician (RBT) ***$250 Bonus

Data Analyst-Revenue Cycle Management (Full-Time)

Sr. Business Intelligence Analyst

BSA Analyst

Financial Billing Analyst

IT Solutions Analyst

Epic Certified Willow Home Infusion Analyst 6340181

Epic Certified Willow Home Infusion Analyst 6340181

BSA Analyst I or II

BSA Analyst I or II

Credit Analyst III

Director of Claims and Litigation

Accounting Analyst

Health Provider Revenue Cycle Manager

IT Risk & Compliance Consultant

Physician Support Analyst

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