Top 127 Client accounts analyst Jobs in Columbus

Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Accounts Receivable Analyst
Deloitte —Columbus, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
2d
Healthcare Banking Support Specialist
U.S. Bank National Association —Columbus, OH
- $32.21 - $42.93 an hour
- Full-time
- 7 years
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
10d
Behavior Specialist
Empower Behavioral Health & Intervention —Columbus, OH
- From $20 an hour
- Full-time
- Background check
- Classroom
- Applied behavior analysis
- Health savings account
- Health insurance
Quick Apply
Board Certified Behavior Analyst (BCBA)- Up to 50% Telehealth
Attain ABA Therapy —Columbus, OH
- Up to $110,000 a year
- Part-time
- Hybrid work
- Mid-level
- Clinic
- Children
- Continuing education credits
- Commuter assistance
Quick Apply
15h
Program Supervisor (Applied Behavior Analysis)
Empower Behavioral Health & Intervention —Columbus, OH
- From $60,000 an hour
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Customer Account, Billing Analyst
Vaco by Highspring —Dublin, OH
- $23 - $26 an hour
- Research
- Mid-level
- Negotiation
Quick Apply
2d
RBT - Skills Based Treatment
Bridgeway Academy and Therapy Center —Columbus, OH
- $37,000 - $48,000 a year
- Full-time
- Background check
- Classroom
- High school diploma or GED
- Continuing education credits
- Health insurance
Quick Apply
10d
Behavior Technician (BT) / Registered Behavior Technician (RBT)
Bierman Autism Centers —Dublin, OH
- $18.00 - $20.50 an hour
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
10d
MACD Coordinator - Onsite
Genesis10 —Columbus, OH
- Up to $21 an hour
- Contract
- 7 years
- Customer service
- Office
- Commuter assistance
- Health savings account
Quick Apply
8d
Administrative and Management Support Analyst (Naples, Italy)
Planate Management Group —Columbus, OH
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
Account Manager (Legal Services)
RR Donnelley —Columbus, OH
- $78,700 - $125,900 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Construction Site Manager - Conveyor & Material Handling Systems
Innova —Columbus, OH
- $90,000 - $130,000 a year
- Urgently hiring
- Construction site
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
1d
Behavior Technician (BT) / Registered Behavior Technician (RBT)
Bierman Autism Centers —Columbus, OH
- $18.00 - $20.50 an hour
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
10d
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
Remote E-Billing Analyst
Williams Lea —Columbus, OH
- $26 - $28 an hour
- Weekends as needed
- Remote
- Microsoft Outlook
- Mid-level
- Finance
Financial Analyst
Ascendion —Columbus, OH
- $90,000 - $110,000 a year
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance
Hospital Billing Operator
Deloitte —Columbus, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)
Deloitte —Columbus, OH
- $51,900 - $95,500 a year
- Full-time
- Research
- Mid-level
- Office
Expense Fraud Analyst
Deloitte —Columbus, OH
- $63,000 - $105,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Finance
1d

I want to receive the latest job alert for client accounts analyst in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client accounts analyst jobs near columbus

Billing Analyst jobs in Dublin, OH

Registered Behavior Technician jobs in Columbus, OH

Fraud Analyst jobs in Columbus, OH

Financial Analyst jobs in Columbus, OH

Site Manager jobs in Columbus, OH

Registered Behavior Technician jobs in Dublin, OH

Behavioral Specialist jobs in Columbus, OH

Service Associate jobs in Columbus, OH

Customer Relations Representative jobs in Columbus, OH

Account Manager jobs in Columbus, OH

Administrative Assistant jobs in Columbus, OH

Accounts Payable Clerk jobs in Columbus, OH

Billing Analyst jobs in Columbus, OH

Board Certified Behavior Analyst jobs in Columbus, OH

Data Analyst jobs in Portsmouth, NH

Medical Billing Coding jobs in Albuquerque, NM

Billing Analyst jobs in New York, NY

Billing Analyst jobs in Harrisburg, PA

Billing Analyst jobs in Columbia, MD

Billing Analyst jobs in Hartford, CT

Client Relationship Analyst

Morgan Stanley -
Columbus, OH

Apply Now

Job Details

Full-time

Qualifications

Research

Full Job Description

POSITION SUMMARY

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
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 aa clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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
Supporting the Fas / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist 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

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
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
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

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 multi-task
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

client accounts analyst jobs in columbus

Client Relationship Analyst

Accounts Receivable Analyst

Healthcare Banking Support Specialist

Behavior Specialist

Board Certified Behavior Analyst (BCBA)- Up to 50% Telehealth

Program Supervisor (Applied Behavior Analysis)

Customer Account, Billing Analyst

RBT - Skills Based Treatment

Behavior Technician (BT) / Registered Behavior Technician (RBT)

MACD Coordinator - Onsite

Administrative and Management Support Analyst (Naples, Italy)

Account Manager (Legal Services)

Construction Site Manager - Conveyor & Material Handling Systems

Behavior Technician (BT) / Registered Behavior Technician (RBT)

Accounts Payable Analyst - Data & Financial Allocations

Remote E-Billing Analyst

Financial Analyst

Hospital Billing Operator

Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)

Expense Fraud Analyst

I want to receive the latest job alert for client accounts analyst in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected