Top 61 Data processing analyst Jobs in Columbus

Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Analyst Warranty
HEV —Grove City, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Ability to climb stairs
4d
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
6d
Property Analyst
Hometeam Solutions —New Albany, OH
- From $62,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
3d
Senior, Tax Services - Payroll Analyst
Deloitte —Columbus, OH
- $64,725 - $132,250 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Finance
Consumer & Community Banking - Treasury Deposit Analyst Vice President
JPMorganChase —Columbus, OH
- Full-time
- Writing skills
- Office
- 8 years
- Health insurance
- Tuition reimbursement
Senior Financial Systems Analyst
Worthington Steel —Columbus, OH
- Full-time
- Oracle
- CPA
- Customer service
Quick Apply
13d
Senior Project Controls Analyst
ACCO Engineered Systems —Columbus, OH
- Overtime
- Construction site
- Ability to walk for extended periods
- 3 years
- Employee stock ownership plan
Credit Analyst III - Equipment Finance
Northwest Bank —Columbus, OH
- Full-time
- Word processing
- Writing skills
- Office
Quick Apply
Senior, Tax Analyst - Payroll
Deloitte —Columbus, OH
- $64,725 - $132,250 a year
- Full-time
- Hybrid work
- CPA
- Research
- 3 years
Sr. Financial Analyst
Worthington Steel —Columbus, OH
- Full-time
- Oracle
- Mid-level
- Office
Quick Apply
Fixed Income Trade Operations Analyst Senior
Capital Group Companies —London, OH
- Full-time
- Mentoring
- Senior level
- Leadership
- Health insurance
- Benefits from day one
Assistant Analyst, Third Party Operations - A&F Co.
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Mid-level
- Office
- Microsoft Office
- Store discount
- Paid parental leave
Privacy Tools & Automation Analyst
KnitWell Group —Pataskala, OH
- Full-time
- System design
- Mid-level
- 3 years
- Store discount
- Paid holidays
Quick Apply
Sr. Compensation Analyst
Northwest Bank —Columbus, OH
- Full-time
- 5 years
- Research
- Office
- Employee stock purchase plan
Quick Apply
9d
Senior Billing Analyst
RR Donnelley —Columbus, OH
- $25.00 - $36.97 an hour
- Overtime
- Hybrid work
- Pass drug screening
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
2h

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Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as…
Analyst Warranty
HEV —Grove City, OH
Must be a hands-on, organized individual with strong analytical (including Excel, and other spreadsheet programs) design capabilities, and have a passion for…
4d

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Registered Client Relationship Analyst

Morgan Stanley -
New Albany, OH

Apply Now

Job Details

Full-time

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 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

Analyst Warranty

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

Property Analyst

Senior, Tax Services - Payroll Analyst

Consumer & Community Banking - Treasury Deposit Analyst Vice President

Senior Financial Systems Analyst

Senior Project Controls Analyst

Credit Analyst III - Equipment Finance

Senior, Tax Analyst - Payroll

Sr. Financial Analyst

Fixed Income Trade Operations Analyst Senior

Assistant Analyst, Third Party Operations - A&F Co.

Privacy Tools & Automation Analyst

Sr. Compensation Analyst

Senior Billing Analyst

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