Top 167 Registered client relationship Jobs in Columbus

Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Personal Banker
PNC Financial Services Group —Columbus, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Relationship Manager II - Business Banking
PNC Financial Services Group —Powell, OH
- $91,000 - $169,000 a year
- Full-time
- Customer service
- 5 years
- Mid-level
- Wellness program
- Health savings account
Relationship Banker Business Specialist
PNC Financial Services Group —Columbus, OH
- $52,500 - $87,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Registered Dietitian (Work from home)
Kickoff —Ohio
- $94,000 - $140,000 a year
- Part-time
- Remote
- Mid-level
- Mentoring
- 1 year
- Health insurance
- Paid time off
Quick Apply
12d
Direct Care Professional (DSP) for clients with physical behaviors
Upreach —Columbus, OH
- From $17 an hour
- Part-time
- Experience working with individuals with developmental disabilities
- Residential
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
RBT Applied Behavior Analyst Therapist
EverCare ABA —Columbus, OH
- $19 - $25 an hour
- Full-time
- Clean driving record
- Applied behavior analysis
- HIPAA
- Travel reimbursement
- Paid training
Quick Apply
Registered Veterinary Technician
Worthington Woods Animal Care Center —Columbus, OH
- $25 - $30 an hour
- Full-time
- 5 years
- Senior level
- Communication skills
- Continuing education credits
- Health insurance
Quick Apply
Registered Veterinary Technician
My Vet Animal Hospital —Westerville, OH
- $24 - $28 an hour
- Full-time
- Nursing
- Patient monitoring
- Surgery
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Grove City, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Westerville, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Civil Engineer (Field Position)
SME —Hilliard, OH
- Microsoft Outlook
- Construction site
- Customer service
- Profit sharing
- Health insurance
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Customer Concierge Specialist
Pearl Dental Lab —Columbus, OH
- $60,000 - $75,000 a year
- Full-time
- Dental office
- 5 years
- In-person
- Relocation assistance
- Health insurance
Quick Apply
Registered Branch Associate
Edward Jones —Columbus, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Regional Banker/Teller
PNC Financial Services Group —Columbus, OH
- $33,750 - $56,250 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Sales Leader I - Healthcare Business Banking
PNC Financial Services Group —Columbus, OH
- $100,100 - $185,900 a year
- Full-time
- 5 years
- Mid-level
- Master's degree
- Wellness program
- Health savings account
J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Ohio
JPMorganChase —Hilliard, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Commercial Banking Relationship Manager III- Dealer Floorplan
PNC Financial Services Group —Columbus, OH
- $112,000 - $208,000 a year
- Full-time
- Master's degree
- 8 years
- Bachelor's degree
- Wellness program
- Health savings account

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registered client relationship jobs near columbus

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

registered client relationship jobs in columbus

Registered Client Relationship Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio

Personal Banker

Relationship Manager II - Business Banking

Relationship Banker Business Specialist

Registered Dietitian (Work from home)

Direct Care Professional (DSP) for clients with physical behaviors

RBT Applied Behavior Analyst Therapist

Registered Veterinary Technician

Registered Veterinary Technician

Financial Advisor

Financial Advisor

Civil Engineer (Field Position)

Premier Client Banker - PNC Wealth Management

Customer Concierge Specialist

Registered Branch Associate

Regional Banker/Teller

Sales Leader I - Healthcare Business Banking

J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Ohio

Commercial Banking Relationship Manager III- Dealer Floorplan

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