Top 32 Material analyst global Jobs in Columbus

Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Principal Operational Excellence Analyst
Bread Financial —Columbus, OH
- $139,800 - $257,300 a year
- Full-time
- Writing skills
- 11+ years
- High school diploma or GED
- Paid parental leave
- Paid holidays
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Environmental Compliance Analyst
Univar Solutions USA LLC —Dublin, OH
- Laboratory experience
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Analyst, Supply Planning
Orveon Global US LLC —Columbus, OH
- $55,000 - $69,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Opportunities for advancement
Quick Apply
Analyst / Sr Analyst, Brand Finance
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Mid-level
- Office
- Finance
Segment Manager, Carbide Rods
Hyperion Materials & Technologies —Dublin, OH
- Marketing
- Engineering
- Analysis skills
8d
Global Operations Data Analytics
Vertiv —Westerville, OH
- Computer Science
- 5 years
- SQL
Workday Senior HRIS Analyst
OCLC —Dublin, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health insurance
7d
Sr. Analyst, Training Enablement
Vertiv —Westerville, OH
- Oracle
- Computer Science
- Marketing
Leasing Analyst, Real Estate - A&F Co.
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Research
- Mid-level
- Office
- Store discount
- Paid parental leave
Aircraft & Industry Analyst, Senior (NJUS)
NetJets —Columbus, OH
- Microsoft Excel
- Office
- Analysis skills
- Health savings account
- Disability insurance
8d
Operations Finance Specialist
Vertiv —Westerville, OH
- CPA
- 5 years
- English
14d
North America Sales Strategy & Analytics Analyst
Orveon Global US LLC —Columbus, OH
- $55,000 - $83,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Opportunities for advancement
Quick Apply
Senior Privacy Analyst - Columbus, OH
Victoria's Secret —Reynoldsburg, OH
- $86,800 - $117,600 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Sr Credit Analyst
Univar Solutions USA LLC —Dublin, OH
- 5 years
- Research
- Finance
Portfolio Guideline Analysis - Analyst
Capital Group Companies —London, OH
- Full-time
- Writing skills
- Mid-level
- Office
- Benefits from day one
- Retirement plan
7d
Programme Manager, Business Intelligence (GCM)
DSV —Columbus, OH
- $99,300 - $148,900 a year
- Email
- 7 years
- Computer Science
- Computer literacy
Manufacturing Planning Systems Analyst
Tosoh SMD, Inc. —Grove City, OH
- Full-time
- Computer Science
- ERP systems
- Mid-level
Quick Apply
Epic Certified Willow Inpatient Analyst 5340180
Accenture —Columbus, OH
- $52 - $56 an hour
- Full-time
- Remote
- System design
- HIPAA
- Mid-level
- Disability insurance
- Health insurance

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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

material analyst global jobs in columbus

Client Relationship Analyst

Principal Operational Excellence Analyst

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Environmental Compliance Analyst

Analyst, Supply Planning

Analyst / Sr Analyst, Brand Finance

Segment Manager, Carbide Rods

Global Operations Data Analytics

Workday Senior HRIS Analyst

Sr. Analyst, Training Enablement

Leasing Analyst, Real Estate - A&F Co.

Aircraft & Industry Analyst, Senior (NJUS)

Operations Finance Specialist

North America Sales Strategy & Analytics Analyst

Senior Privacy Analyst - Columbus, OH

Sr Credit Analyst

Portfolio Guideline Analysis - Analyst

Programme Manager, Business Intelligence (GCM)

Manufacturing Planning Systems Analyst

Epic Certified Willow Inpatient Analyst 5340180

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