Top 68 Data processing analyst Jobs in Columbus

Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Claims Analyst
Arrive Logistics —Columbus, OH
- Full-time
- Remote
- Customer service
- 3 years
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Sr Analyst - Finance Technology
The Wendy's Company —Dublin, OH
- $81,000 - $138,000 a year
- Full-time
- Hybrid work
- Oracle
- Office
- 3 years
- Parental leave
- Employee assistance program
10d
Senior Payroll HRIS Analyst - REMOTE
Ryder System —Columbus, OH
- $100,000 - $115,000 a year
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
2d
Senior Business Analyst – Data Management
Vertiv —Westerville, OH
- 7 years
- SQL
- Bachelor's degree
Payroll Systems & Interface Analyst
DHL —Westerville, OH
- Research
- Mid-level
- Finance
Senior Finance Analyst
Branch Insurance —Columbus, OH
- $63,000 - $90,000 a year
- Full-time
- Remote
- Finance
- SQL
- Analysis skills
- Health insurance
- Dental insurance
Technical Analyst-Commercial
WOW! —Columbus, OH
- From $26.50 an hour
- Full-time
- Word processing
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
2d
Global Security - Technical Security Analyst
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
3d
Analyst Warranty
HEV —Grove City, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Ability to climb stairs
3d
Consumer & Community Banking - Treasury Deposit Analyst Senior Associate
JPMorganChase —Columbus, OH
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
- $150,000 - $222,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
5d
Accounts Payable Analyst - Data & Financial Allocations
Ultimus Fund Solutions —Columbus, OH
- $50,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Office
- 3 years
Quick Apply
Business Banking Governance Business Analyst Senior Associate
JPMorganChase —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
5d
Medical Billing Analyst
North Central Mental Health Services, Inc. —Columbus, OH
- From $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- AD&D insurance
- Disability insurance
Quick Apply
Senior Business Reporting Analyst Lead
Huntington Bank —Columbus, OH
- Full-time
- Office
- 8 years
- SQL
Transportation Analyst
Ryder System —Columbus, OH
- $48,000 - $50,000 a year
- Urgently hiring
- Microsoft Excel
- Customer service
- Computer literacy
- Paid parental leave
- Paid holidays
10d
Private Credit Analyst
Ultimus Leverpoint Private Fund Solutions —Columbus, OH
- $62,000 - $65,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
Quick Apply
Analyst, Complex Property Tax
Ryan, LLC —Columbus, OH
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Research
- Paid parental leave
- Tuition reimbursement
Assistant Planning Analyst, Wholesale
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Mid-level
- Office
- Microsoft Office
- Store discount
- Paid parental leave
2d

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data processing analyst jobs near columbus

Registered Client Relationship Analyst

Morgan Stanley -
New Albany, OH

Apply Now

Job Details

Full-time

Qualifications

Research
Series 7

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 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

data processing analyst jobs in columbus

Registered Client Relationship Analyst

Claims Analyst

Sr Analyst - Finance Technology

Senior Payroll HRIS Analyst - REMOTE

Senior Business Analyst – Data Management

Payroll Systems & Interface Analyst

Senior Finance Analyst

Technical Analyst-Commercial

Global Security - Technical Security Analyst

Analyst Warranty

Consumer & Community Banking - Treasury Deposit Analyst Senior Associate

Asset Management, Securitized Private Credit Analyst - Associate/Vice President

Accounts Payable Analyst - Data & Financial Allocations

Business Banking Governance Business Analyst Senior Associate

Medical Billing Analyst

Senior Business Reporting Analyst Lead

Transportation Analyst

Private Credit Analyst

Analyst, Complex Property Tax

Assistant Planning Analyst, Wholesale

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