Overview     The University of Iowa Community Credit Union is now taking applications for an Accounting Processor. This position requires an analytical, accurate, perfectionist, who enjoys doing the “little things” that are required to make a company successful. If you value an employer who provides full training, competent leadership and will reward your accuracy and loyalty we want to talk to you.       Pay range for this hourly position is $16.33-$24.49 with an incentive opportunity and progressive benefits package.   Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:   Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the UICCU's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Provides quality member service to Credit Union staff and members by furnishing necessary information, assistance and/or answering questions. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis. Department Processes Responsible for the accurate posting of general ledger entries as well as balancing the related general ledger account. Processes member wire transfers via Fedline. Balances and process redemption of U.S. Savings Bonds. Balances and maintains negotiable instruments. (i.e. official checks and cashier's checks.) Properly tracks and reconciles Adventureland tickets. Responsible for properly tracking and reporting all escheat official checks, cashier's checks, and unidentified deposits to the state(s). Processes mobile remote deposit capture transactions and produces a monthly report. Set up new remote deposit capture clients and processes transactions. Responsible for the accurate transmission of check file(s) to the Federal Reserve. ACH Sets up new ACH Originators on Goldleaf and provides direct assistance to clients using it. Prepares ACH files received via Fedline for posting into the Symitar system. Processes all ACH exception items, as well as any resulting return items. Processes all stop payment, unauthorized return and government reclamation items. Processes ACH debit and credit origination items. Processes EFT Indirect Funding. Processes account to account and micro deposit transactions from the online banking platform. ATMs Maintain ATM cash in accordance with Credit Union cash management guidelines and procedures. Responsible for the balancing of all Credit Union-owned ATMs. Process ATM exceptions. Responsible for handling ATM disputes in accordance with Reg E. Prepare and distribute monthly ATM totals report(s). Inventory and order all ATM supplies. Cash Handling Acts as the vault custodian for the Financial Center branch performing all vault cash transactions and vault balancing. Gathers and processes mutilated and unfit currency from branches for return to the Federal Reserve. Inclearings Processes inclearing exception items. Processes all inclearing file maintenance. Processes member return checks. SEG Payrolls Prepares and processes all manual SEG payrolls. Properly investigates and posts payroll exceptions. Accurately completes all payroll deduction file maintenance. Qualifications     One to two years experience with credit union or other financial institution procedures, with emphasis on accounting or bookkeeping procedures. High school diploma or the equivalent (i.e.: GED). Interpersonal skills to represent the credit union in a positive way during member contact. Attention to detail and a high level of accuracy. Self-motivated with the ability to work with limited direct supervision. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Strong problem solving skills. PC proficiency in spreadsheet and word processing software from Windows platforms. Ability to follow oral and written instructions. Ability to develop and maintain effective working relationships with co-workers. Ability to perform basic math calculations. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Must be Bondable.       Apply Here PI107910484    

Client Relationship Associate Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Description Our Client Relationship Associates are dedicated to provide world-class customer service to our client base. The Associates will work with clients to ensure all service requests are dealt with in a consultative, timely and accurate manner. Any issues should be handled appropriately and escalated on a case-by-case basis. The Associate is also expected to meet or succeed call quality standards by building relationships with clients through each conversation, assisting as needed or connecting them to Financial Advisors when appropriate. Additionally, all Client Relationship Associates are expected to adhere to the stated call scheduling and handling metrics within the business and will be responsible for schedule adherence, accuracy and quality of client interactions. Role Responsibilities Provide world-class customer service of the advised or self-directed business through inbound and outbound telephone calls Consult on general non-investment related questions concerning client accounts, including providing account balances and document requests Appropriately review and update client accounts to ensure profile information accuracy Facilitate registered transactions and verify client requests appropriately Listen to client requests and take measurable steps to complete tasks. Set expectations around timelines and adhere to those stated expectations Follow-up with clients on any pending requests (including making outbound telephone calls), striving to exceed client expectations Work across all business personnel to resolve client issues Document all client interactions in client relationship management systems Proactively discuss service options with clients including the use of online and digital tools Adhere to scheduled work times as stated by management Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures. Meet quality metric standards as set forth in the Quality Assurance guidelines. Other duties as assigned Position Requirements Licensing requirements: Series 7 and 66 (encompasses 63 and 65) preferred. Firm will sponsor successful candidates for licensing when necessary. College degree or equivalent experience 1-2 years relevant industry or internship experience preferred Excellent interpersonal and client service skill Excellent written and strong communication skills Strong organizational skills, attention to detail and proactive follow-up Strong computer skills Motivated self-starter with excellent work ethic Ability to work in a dynamic, customer-centric client advisory center environment Morgan Stanley is an equal opportunities employer and we are committed to diversifying our workforce (M/F/Disability/Vet). We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.  

Team Financial Advisor   Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Summary: The Financial Advisor (FA) will be part of a dedicated team supporting the Mass Affluent channel (households below $250K) by providing world-class client service. Through an established shared book of business, the FA will be the primary contact for investment advice and guidance based upon an individual client’s financial needs and objectives. The role will require the FA to build relationships with our Mass Affluent clients through portfolio review, outbound call-out campaigns, retention strategies and providing solutions for client needs. Job responsibilities include handling client contact and activity, conducting research in connection with various product requests and identifying client growth opportunities. Consulting on both incoming and outgoing calls within our client advisory framework, this individual will build strong business relationships to offer financial recommendations and solutions in the best interest of the client. The individual will be expected to understand all Morgan Stanley systems and comply with all Morgan Stanley policies and procedures. Role Responsibilities: • In a team-based environment, build and manage client relationships by offering advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and identifying new asset opportunities • Have a deep understanding of the current financial markets, the Firm’s products and those of its strategic partners. Using this to tailor advice and guidance for each client’s circumstances, investment objectives and goals leveraging appropriate products and services • Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness and follow-through; strives to exceed client expectations • Resolves all open client account alerts, maintains regular client contact to ensure updated client profile information • Focus on meeting business objectives and doing so in a professional manner • Acting with the highest ethical standard and integrity to put clients’ needs above all other considerations • Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines. • Ability to thrive in an energizing environment of client contact where inbound and outbound telephone calls are the primary communication tool • Document client interactions through detailed notes   Qualifications: • Bachelor's degree or equivalent • Licenses and Registrations - active Series 7 and 66 (encompasses 63 and 65) preferred. Firm will sponsor successful candidates for licensing upon employment. • Excellent client service skills • Strong communication skills • Works well in a dynamic, team-based environment and collaborates with other FAs and client service personnel to service the needs of clients • Prior Financial Advisor/Consultant or phone-based sales experience preferred   Morgan Stanley is an equal opportunities employer and we are committed to diversifying our workforce (M/F/Disability/Vet). We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.