Top 239 Client advisor Jobs in Akron Oh

Registered Client Relationship Analyst
Morgan Stanley —Hudson, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Client Advisor
Key Investment Services, LLC —Canton, OH
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Fiduciary Advisor Sr
PNC Financial Services Group —Akron, OH
- $80,000 - $172,500 a year
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Tax Manager- CPA
Tactical Transportation Advisors —Richfield, OH
- $90,000 - $100,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Real Estate Social Media and Marketing Coordinator
Jose Medina & Associates —Canton, OH
- $48,000 - $58,000 a year
- Full-time
- Office
- In-person
- Senior level
- Health insurance
- 401(k)
Quick Apply
Executive Assistant - Registered Investment Advisor (RIA)
Independence Wealth Advisors —Independence, OH
- $55,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
2d
Staff Accountant / Senior Staff Accountant
Zion, Synek & Associates —Independence, OH
- $55,000 - $100,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health savings account
Quick Apply
GRC-LMS Customer Success Specialist II
K2-GRC —Hudson, OH
- From $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Conflict management
- Health savings account
- Health insurance
Quick Apply
Automotive Dealership Controller
Brady Ware Dealership Advisors —Akron, OH
- $60,000 - $85,000 a year
- Full-time
- Dealership
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Retirement Planner/Financial Advisor
Golden Reserve LLC —Akron, OH
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Ohio
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Tax Manager
Corrigan Krause Harrison Harsar CPAS LLC —Medina, OH
- $100,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- CPA
- Paid holidays
- 401(k)
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Akron, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Outpatient Therapist (LPCC/LISW)
MedScope Advisors —Akron, OH
- $65,000 - $75,000 a year
- Full-time
- BLS Certification
- HIPAA
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Insurance Sales
The Juris Agency —Strongsville, OH
- $40,000 - $65,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Paid training
- Tuition reimbursement
Quick Apply
13d
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Akron, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
14d
Administrative Assistant
CBIZ —Fairlawn, OH
- Mid-level
- Office
- Administrative experience
Service Advisor
VALLEY MOTOR CITY INC —Cuyahoga Falls, OH
- $60,000 - $90,000 a year
- Dealership
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Premier Client Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Brecksville, OH
- $75,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account

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Registered Client Relationship Analyst

Morgan Stanley -
Hudson, 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 advisor jobs in akron oh

Registered Client Relationship Analyst

Private Client Advisor

Fiduciary Advisor Sr

Investment Consultant - Fairlawn, OH

Tax Manager- CPA

Real Estate Social Media and Marketing Coordinator

Executive Assistant - Registered Investment Advisor (RIA)

Staff Accountant / Senior Staff Accountant

GRC-LMS Customer Success Specialist II

Automotive Dealership Controller

Retirement Planner/Financial Advisor

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Tax Manager

Wealth Management Trainee (OH)

Outpatient Therapist (LPCC/LISW)

Insurance Sales

Premier Client Banker - PNC Wealth Management

Administrative Assistant

Service Advisor

Premier Client Financial Advisor - PNC Wealth Management

I want to receive the latest job alert for client advisor in akron oh

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