Conflicts Analyst JobotConflicts AnalystMinneapolis, MNRemote$25–$37 / hourThe Conflicts Analyst will be responsible for the following: Define effective search strategies and conduct conflicts searches for new business and potential lateral matters using the firm’s internal electronic database. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Analyst I (Project Planning & Financial Analysis) System OneFinancial Analyst I (Project Planning & Financial Analysis)Minneapolis, MN$38.50 / hourWe are seeking a Financial Analyst I to join a collaborative team responsible for supporting integrated planning initiatives across electric, steam, and natural gas operations. This role combines financial analysis with project management and requires an individual who can effectively coordinate multiple initiatives, track project progress, and communicate with stakeholders across the organization.
NewTrade & Transportation Compliance Analyst Pace Analytical Life SciencesTrade & Transportation Compliance AnalystMinneapolis, MN$23–$24 / hourManage customer requests for Free Trade certificates by compiling required data, qualifying products under applicable FTAs, and issuing certificates in a timely manner. The role also involves analyzing handling compliance documentation and certifications and collaborating with cross-functional teams to maintain audit readiness and resolve data issues.
NewRegulatory Analyst 1 Pace Analytical Life SciencesRegulatory Analyst 1Minneapolis, MN$21–$23 / hourThis position is part of a global team that provides a full spectrum of chemical substance regulatory support to business groups and functional areas from all divisions in the company including technical, R&D, marketing, product stewardship, and sales teams. Candidate will analyze customer products to maintain regulatory compliance, and complete data gaps for compliance in this intermediate to upper-intermediate scientific, non-laboratory position.
IT Service Desk Analyst Abacus Service CorporationIT Service Desk AnalystMinneapolis, MNJoin our dynamic Global Shared Services Organization at our Corporate Headquarters in Minneapolis, MN, where you will be part of a team that provides global business and employee services. As an IT Service Desk Analyst, you will provide technical troubleshooting support for employees, focusing on laptop hardware, software, and AV equipment in conference rooms.
Sr Accounting Analyst Xcel Energy IncSr Accounting AnalystMinneapolis, MN$73,700–$100,000 / yearCollect and analyze a variety of complex financial data in order to perform some or all of the following accounting processes: reconcile assigned accounts, analyze financial data and prepare complex accounting ledger entries, prepare reports, settle inter-company receivables and payables, and prepare property valuations. As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states.
Cybersecurity Analyst Graco IncCybersecurity AnalystMinneapolis, MNThe analyst will work closely with SOC, cloud, IAM, and engineering teams to improve detection fidelity, accelerate response, and reduce operational risk through automation and AI‑assisted security operations. This role will operate at the intersection of security operations, incident response, automation, and security data analytics, leveraging modern SIEM, SOAR, XDR, and MDR platforms.
Senior Income Tax Analyst Xcel Energy IncSenior Income Tax AnalystMinneapolis, MN$73,700–$120,566.66 / yearTo assist at a higher level the Director or Manager, Income Tax Compliance & Accounting in the areas of filing the corporate federal and state income tax returns and extensions, the computation of estimated tax payments, and the computation and reporting of income tax accruals. Appropriate experience would include: -Current and deferred income tax accruals and financial statement presentation - Consolidated federal and unitary state tax return preparation - Estimated federal and state income tax payment calculations - Income tax research and analysis with references to authoritative tax literature.
Dir, Listed Real Assets Analyst - Midstream Pipeline TIAADir, Listed Real Assets Analyst - Midstream PipelineMinneapolis, MinnesotaIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Asset/Investment Modeling, Asset Valuation, Capital Markets, Communication, Detail-Oriented, Financial Modeling, Investment Research/Analysis, Market/Industry Dynamics, Sector Expertise.
Business Analyst eTeam Inc.Business AnalystHopkins, MN$64.45–$64.47 / hourThis role partners with infrastructure, security, engineering, operations, and program teams to analyze current processes, identify gaps, and drive process improvements that strengthen governance, operational efficiency, and execution. Support initiatives involving vulnerability remediation, patch governance, exception management, control validation, issue tracking, and operational readiness.
NewAssociate Analyst, High-Yield Dormont Manufacturing CompanyAssociate Analyst, High-YieldMinneapolis, MN$100,000–$130,000 / yearFull-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupInvestment ManagementLine of BusinessAMINV US Asset ManagementColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. Visa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).In-Office CollaborationWe are a client-centric, relationship-based business.
Quality Analyst Steris PlcQuality AnalystMinneapolis, MN$76,000–$91,000 / yearThe Quality Analyst is responsible for the activities related to quality and regulatory compliance to ensure all product processing requirements are met in accordance with Customer specifications including calibrations, dosimetry results, generation of test methods, audits, scheduling, validations, record keeping and reporting. Responsible for executing product and/or report releases for all processing runs/lab samples containing a non-conformance, including management of Customer communication and leading the associated non-conformance investigations.
Insurance Product Analyst IV, State Product Management - Remote CSAA Insurance GroupInsurance Product Analyst IV, State Product Management - RemoteMinnesota, MNRemote$110,700–$123,000 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 21 more}. Working cross-functionally with partners across the organization, including Marketing, Actuarial, Finance, and others, to support the development, design, and implementation of new products, programs, and processes.
EPIC Applications Analyst (1-4): Hospital Billing Admin and Hospital Billing Claims - IT Services - Full Time SolutionHealthEPIC Applications Analyst (1-4): Hospital Billing Admin and Hospital Billing Claims - IT Services - Full TimeMNEpic Application Analysts 2-4 require current Epic training status (certification, accreditation, and/or proficiency) in primary application required, with a combination of current Epic training statuses in additional area(s) in application maintenance and development required in upper levels. Ideal candidates will possess strong experience as analyst with expert knowledge and experience in leading system analysis with special emphasis on system methodologies, projects management and business process reengineering related to information systems required.
Epic Applications Analyst (1-4): PROFESSIONAL BILLING - Rev Cycle Application and Epic Operations - Full Time SolutionHealthEpic Applications Analyst (1-4): PROFESSIONAL BILLING - Rev Cycle Application and Epic Operations - Full TimeMNEpic Application Analysts 2-4 require current Epic training status (certification, accreditation, and/or proficiency) in primary application required, with a combination of current Epic training statuses in additional area(s) in application maintenance and development required in upper levels. Ideal candidates will possess strong experience as analyst with expert knowledge and experience in leading system analysis with special emphasis on system methodologies, projects management and business process reengineering related to information systems required.
Epic Applications Analyst (1-4): Digital Patient Experience (MyChart /Cheers /Welcome)- IT Services - Full Time SolutionHealthEpic Applications Analyst (1-4): Digital Patient Experience (MyChart /Cheers /Welcome)- IT Services - Full TimeMNEpic Application Analysts 2-4 require current Epic training status (certification, accreditation, and/or proficiency) in primary application required, with a combination of current Epic training statuses in additional area(s) in application maintenance and development required in upper levels. Ideal candidates will possess strong experience as analyst with expert knowledge and experience in leading system analysis with special emphasis on system methodologies, projects management and business process reengineering related to information systems required.
Actuarial Analyst IV, Pricing Design - Remote CSAA Insurance GroupActuarial Analyst IV, Pricing Design - RemoteMNRemote$122,850–$136,500 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers, Nebraska - Home Teleworkers {+ 18 more}. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
AI and Solutions Development Analyst Advatix, Inc.AI and Solutions Development AnalystMinneapolis, MNFull timeThis role works directly with customers to assess their supply chain operations, diagnose inefficiencies, and develop tailored logistics solutions—while also building the internal tools, dashboards, and automation delivery smarter and more competitive. Key Results Area Customer Solution Development & Consulting Conduct on-site and virtual supply chain assessments for prospective and existing customers, including facility visits, stakeholder interviews, and freight flow analysts.
Senior Emerging Markets Credit Analyst (open to remote) Reinsurance Group of America IncSenior Emerging Markets Credit Analyst (open to remote)MNRemote$150,770–$224,640 / yearUnderstand complicated nuances of regulatory frameworks for multiple industry sectors in various countries and regions, maintaining detailed and current knowledge of credit securities pricing and relative value with conviction in valuation views. Demonstrate extensive financial modeling capabilities including the ability to model and explain earnings and balance sheet expectations as well as ratings trajectories for financial and non-financial issuers and sovereigns under primary coverage.
Product Analyst ClifyX, INCProduct AnalystMinnetonka, MNTranslate business needs into user stories, functional specifications, and acceptance criteria. - Maintain JIRA/Confluence hygiene: epics, stories, definitions, and traceability.
Business Analyst KYYBA, IncBusiness AnalystMinneapolis, MNThe BA will gather, documents and organize requirements from CMS regulatory documentation - support facilitation of client discovery sessions and work stream meetings (creating materials, PO backup) - Assist with creation and maintenance of workflows - Create deliverables - Assist PO with other program activities and deliverables such as IRAADQ resolutions / followup writing features and user acceptance criteria. Founded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effectively respond to organizational changes and technological advances.
IT Analyst III Javen TechnologiesIT Analyst IIIMaplewood, MNRemoteSupport deployment & roll out of new global/local workflow solutions impacting Design Operations (Responsible to participate and/or lead Process Integration Testing (PIT), User Acceptance Testing (UAT), and/or Day in the Life (DITL) activities when new process functionality is deployed.) Identifies areas for service & quality improvements and leads or participates in projects as Subject Matter Expert to help resolve issues by establishing appropriate error detection and correction mechanisms, process control and improvement implementation.
Temporary Healthcare IT Analyst Baker Tilly Advisory Group, LPTemporary Healthcare IT AnalystSaint Paul, MinnesotaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewCFA Senior Analyst - Confidential Candidate Fricke RecruitingCFA Senior Analyst - Confidential CandidateMinneapolis, MNFricke Recruiting Services – New CFA CandidateWe Recruit CFAs – Need to hire an Exceptional CFACFA Investment Analyst & Accountant CandidateSeeking Titles: Analyst, Associate, Investment accountant, accounting manager, controller, wealth management advisor, investment analystSolid knowledge in Valuation, Pricing and Risk ManagementGreat Financial Analysis and Valuation Skills. Experienced at building DCF and Multiple Company Valuation Models by using excel5 years of experience in the financial services industry,Gained valuable experience analyzing financial statementsStrong reviewing financials, preparing strategy and financial planning for the potential clientsWorked as senior fund accountant on the fund administration side, built relationships with Private Equity & Hedge Funds clients.
Investment Analyst - Growth Strategies University of MinnesotaInvestment Analyst - Growth StrategiesMinneapolis, MN$140,000–$230,000 / yearAs an Investment Associate/Senior Investment Associate focused on Growth Strategies, you will play a pivotal role in researching markets and analyzing fund investment opportunities, with a particular focus on public equities and private capital (private equity and venture capital) within the Endowment portfolio. Located at the heart of one of the nations most vibrant, diverse metropolitan communities, students on the campuses in Minneapolis and St. Paul benefit from extensive partnerships with world-renowned health centers, international corporations, government agencies, and arts, nonprofit, and public service organizations.
Business Systems Analyst Genesis10Business Systems AnalystMinneapolis, MN$65–$80 / hourTemporaryContractorFull timeRanked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. The ideal candidate will have a strong background in the banking industry, with specific experience in money movement, checking accounts, and depository accounts, combining both business and systems analyst skills.
Trade Compliance Analyst TCRS4749 Trade Compliance Recruiting SolutionsTrade Compliance Analyst TCRS4749NW Minneapolis, MNThe Trade Compliance Analyst is responsible for daily operational execution and monitoring of the company's trade compliance programs and internal audits while ensuring compliance with U.S. import and export regulations. · Provide daily operational execution for trade compliance including HTS and ECCN classification, country of origin, documentation, and ISF filings.
Junior Legal Invoice Analyst AxelonJunior Legal Invoice AnalystMinneapolis, MN$28–$30 / hourOrganizational skills, including the ability to organize work in an orderly fashion conducive to the prompt, efficient review of an appropriate number of legal invoices in a given day or time period. Excellent ability to review, analyze, and evaluate legal fee and cost/expense invoice entries and to exercise discretion and sound judgment when making audit and adjustment decisions.
Legal Invoice Analyst AxelonLegal Invoice AnalystMinneapolis, MN$30–$32 / hourConduct expert peer reviews of LBACOE invoice analyst work using specialized legal expertise and knowledge. Support the appeals mediation efforts by extracting core legal concepts and analyzing the full legal context of invoices.
Product Surveillance Analyst II LancesoftProduct Surveillance Analyst IIMinnetonka, MN$30Managing product experiences determining classification, disposition of adverse events, complaints for post market products, sending FDA medical reports to Regulatory locations (Europe and Hong Kong), etc. Major responsibilities would include determining classification, review, and disposition of adverse events and medically related complaints for on-market products, including decisions on seriousness, reportability, and potential causality.
Source to Pay Platform Analyst Judge GroupSource to Pay Platform AnalystEagan, MN$50–$60 / yearThe selected resource will own the day-to-day administration, configuration, and continuous improvement of the source-to-pay platform, including its AI agent tools, workflow automations, future module releases, and integrations. By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes.
HealthEdge Source Configuration Analyst Judge GroupHealthEdge Source Configuration AnalystHopkins, MN$50–$60 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. The Analyst will partner closely with the client team to analyze, solution, remediate, and test pricing configuration defects within HealthEdge Source.
Epic Patient Access Analyst Judge GroupEpic Patient Access AnalystHopkins, MNRemote$60–$80 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. Reply STOP to opt out of receiving telephone calls and text messages from Judge and HELP for help.
Data Business Analyst Judge GroupData Business AnalystHopkins, MN$50–$55 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. Description: As a Business Analyst within the team, you will play a pivotal role in enhancing the consumer experience by identifying friction points, analyzing member interactions, and delivering actionable insights.
Peoplesoft Business Systems Analyst (HR) Judge GroupPeoplesoft Business Systems Analyst (HR)St. Paul, MN$70–$75 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. The Business Systems Analyst (BSA) will provide functional and technical analysis support for PeopleSoft HRMS , working closely with the existing PeopleSoft team, business stakeholders, and technical developers.
Product Surveillance Analyst LancesoftProduct Surveillance AnalystSt. Paul, MN$25This includes, but is not limited to: receiving and investigating reports of worldwide product experiences/events on a variety of products, entering information into the complaint database, participating in cross-functional projects, facilitating investigation findings of product issues, assist with internal and external audits, and providing comprehensive reports, analysis, and insights on product experiences, and may extract data from the complaint database to various teams (e. The other role of the Product Performance Analyst I is to perform evaluations of returned products, coordinating product testing/analysis with other departments and external consultants, preparing technical reports of findings, operating and maintaining the Product Performance Laboratory and equipment, and collecting and evaluating analysis data and entering it into the complaint database.
Data management Analyst LancesoftData management AnalystMINNEAPOLIS, MN$35This role is responsible for maintaining data accuracy, supporting operational processes, investigating exceptions, and ensuring the effective operation of multiple building and energy management programs. Review exception reports and support updates to equipment schedules, setpoints, and system records within Building Management Systems (BMS) by following established procedures and documented workflows.
FP&A Analyst Strategic EmploymentFP&A AnalystMinneapolis, MNThis is a high-visibility individual contributor role working directly with senior leadership and serving as a key internal resource for the finance team. A well-established, full-service law firm with offices across the country is seeking a Senior FP&A Analyst to support firm-wide financial reporting and analysis.
Associate Purchasing Analyst Corps TeamAssociate Purchasing AnalystMinneapolis, MN$28.17–$30.28 / hourCoordinate with demand planning analysts to ensure the proper quantities are purchased to achieve strategic inventory and service level objectives to meet customer needs. Approve purchase orders, ensure on-time delivery by reviewing expedite, defer, and cancel messages as necessary to achieve fill-rate and inventory goals.
QA Analyst - 2nd shift Doherty Staffing SolutionsQA Analyst - 2nd shiftEden Prairie, MN$26–$29 / hourQA AnalystLocation: Eden Prairie, MNCompensation: $26-29 per hour with shift differential Schedule: 2nd Shift, 2 pm - 10 pm, M-FJob Type: Direct Hire About the Opportunity . What You Need to Bring: • Minimum of 2 years of experience in a GMP-regulated manufacturing environment (pharmaceutical, cosmetics, food processing, etc.) preferred.
Associate Purchasing Analyst - Polaris Doherty Staffing SolutionsAssociate Purchasing Analyst - PolarisPlymouth, MN$28–$30 / hourWhy You'll Like Working with Doherty Staffing SolutionsEnjoy weekly pay, access to health coverage options through Benefits in a Card (including preventative and minimum value plans), and temp-to-hire opportunities for long-term stability where applicable. Doherty Staffing Solutions offers our valued contract employees health coverage through Benefits in a Card (preventative benefit and minimum value plans), along with weekly paychecks via a prepaid card from CHANGE.
Financial Analyst Corps TeamFinancial AnalystMinneapolis, MN$30–$35 / hourThis role will be responsible for accurate and timely preparation of Purchase Price Variance (PPV) and inventory revaluation journal entries, consolidation of materials actuals, PPV forecast coordination, loading of forecasts to OS, and ownership of Global Sourcing department expense actuals and forecast reporting. This role is intended to provide reliable execution support for recurring finance processes while partnering with Operations Finance and Global Sourcing stakeholders to ensure reporting is complete, consistent, and deadline-driven.
Epic Tapestry Utilization Management Analyst Expert In Recruitment SolutionsEpic Tapestry Utilization Management AnalystEden Prairie, MNRemoteLeverage Tapestry Care Link for external provider access set up roles, security, workflows, documentation tools, and training materials to support referring providers, delegated entities, and partners. " Configure and optimize Tapestry UM workflows for prior authorizations (e.g., medical, behavioral health, pharmacy-to-medical crossovers) and referrals (in- and out-of-network), including routing rules, WQs, templates, smart text, decision trees, and notification logic.
Peoplesoft Business Systems Analyst (Finance) Judge GroupPeoplesoft Business Systems Analyst (Finance)St. Paul, MN$70–$80 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. The role involves close collaboration with business stakeholders, PeopleSoft functional teams, and technical developers to support system enhancements, defect resolution, testing, and ongoing production support.
Investment Systems Analyst Thrivent Financial for LutheransInvestment Systems AnalystMinneapolis, MN$70,434–$95,294 / yearAs a member of an Investments Technology and Data, the ISA partners with other ISAs and engineers to maintain the production environment according to the business needs, interfacing between Portfolio Managers, Traders, Research Analysts, Operations team, and market data vendors as needed. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
QA Analyst, 2nd Shift Apex InternationalQA Analyst, 2nd ShiftEden Prairie, MN$25–$28 / hourFull timeThis role works onsite at our production facility and is responsible for ensuring product quality and compliance through auditing, batch record review, quality investigations, and continuous improvement initiatives in a regulated manufacturing environment. Review Production Batch Records to maintain a world-class manufacturing control program with a focus on training and "first-time-right" execution.
Financial Analyst, FP&A Datasite LLCFinancial Analyst, FP&AMinneapolis, MN$99,000–$172,700 / yearThis role serves as an FP&A subject matter expert for assigned areas and partners with Finance leadership and cross-functional stakeholders to evaluate performance, identify risks and opportunities, and support strategic decision-making. The Principal Financial Analyst leads high-impact analytical workstreams, improves FP&A processes, and provides informal leadership and mentorship to other analysts.
Dir, Listed Real Assets Analyst - Midstream Pipeline Teachers Insurance and Annuity Association of America (TIAA)Dir, Listed Real Assets Analyst - Midstream PipelineMinneapolis, MN$115,000–$161,999 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Asset/Investment Modeling, Asset Valuation, Capital Markets, Communication, Detail-Oriented, Financial Modeling, Investment Research/Analysis, Market/Industry Dynamics, Sector Expertise.
Client Relationship Analyst Morgan StanleyClient Relationship AnalystMinneapolis, MN$34,320–$90,000 / yearMSOnline, eSign, eAuthorization) • Assisting 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 • Assisting 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) • Assisting 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. • 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) • Entering profile information or pre-filling 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.
NewRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystMNOur 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. 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.