Top 930 Global client program Jobs in Columbus, Oh

Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Project Coordinator - Westerville, OH
Convergint Technologies LLC —Westerville, OH
- $28 - $32 an hour
- Full-time
- Microsoft Word
- Mid-level
- Office
- Wellness program
- Paid parental leave
1d
Enrollment Agent I
IDEMIA —Columbus, OH
- $17.75 - $24.13 an hour
- Weekends as needed
- Background check
- 18 years or older
- Word processing
Quick Apply
Network Order Entry Specialist
The One 23 Group —Columbus, OH
- Day shift
- Military
- Mid-level
- Office
Graduating Student Opportunity: Internal Strategy and Process Consulting Associate I
JPMorganChase —Columbus, OH
- Full-time
- Office
- Presentation skills
- Travel
- Health insurance
- Tuition reimbursement
9d
Process Improvement Associate I
JPMorganChase —Columbus, OH
- Full-time
- Presentation skills
- Communication skills
- Entry level
- Health insurance
- Tuition reimbursement
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Manager, Team Lead, GM - General Manager
Phillips & Cohen Associates Ltd. —Gahanna, OH
- Full-time
- 5 years
- Office
- Analysis skills
Quick Apply
RN → PCU
PRIDE HEALTH —Columbus, OH
- $2,277 - $2,377 a week
- Travel nursing
- RN License
- BLS Certification
- Mid-level
- Disability insurance
- Relocation assistance
Quick Apply
3d
AI Change Management & Enablement Lead | 1062223
Revel IT —Columbus, OH
- Full-time
- 3 years
- Travel
- Senior level
Quick Apply
10d
Senior Transmission Line Engineer
Leidos —Columbus, OH
- $73,450 - $132,775 a year
- Full-time
- Hybrid work
- Civil engineering
- System design
- Supervising experience
- Referral program
Collection Specialist
Phillips & Cohen Associates Ltd. —Gahanna, OH
- From $20 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- High school diploma or GED
- Analysis skills
- Free parking
- Health insurance
Quick Apply
Consumer Support Unit - Consumer Support Associate
Phillips & Cohen Associates Ltd. —Gahanna, OH
- $18 an hour
- Full-time
- Administrative experience
- High school diploma or GED
- Financial services
- Health insurance
- Dental insurance
Quick Apply
13d
Lead Transmission Line Engineer
Leidos —Columbus, OH
- $92,300 - $166,850 a year
- Full-time
- Hybrid work
- Office
- Travel
- Mentoring
- Relocation assistance
- Flexible schedule
Commercial Kitchen Equipment Installer - Nationwide Travel
N. Wasserstrom —Columbus, OH
- Microsoft Outlook
- Computer literacy
- Basic math
Quick Apply
Senior Transmission Line Engineer
Leidos —Columbus, OH
- $73,450 - $132,775 a year
- Full-time
- Hybrid work
- System design
- Office
- Continuous improvement
- Relocation assistance
- Referral program
Sr Document Production Associate - 2nd Shift
RR Donnelley —Columbus, OH
- $17.40 - $24.47 an hour
- Full-time
- Pass drug screening
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Structural Engineer
Actalent —Columbus, OH
- $100,000 - $112,000 a year
- Contract
- Office
- 8 years
- Analysis skills
- Commuter assistance
- Health savings account
Quick Apply
7d
Electrical Engineering Manager
Yoh, A Day & Zimmermann Company —Columbus, OH
- $98,000 - $140,000 a year
- Management
- Master's degree
- Fair chance
- Health savings account
- Disability insurance
Quick Apply
Controls Systems Technician
Manpower Engineering —Dublin, OH
- $27.41 - $41.36 an hour
- Mid-level
- 3 years
- Associate's degree
- Disability insurance
- Dental insurance
Quick Apply
2d

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global client program jobs near columbus, oh

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

global client program jobs in columbus, oh

Client Relationship Analyst

Project Coordinator - Westerville, OH

Enrollment Agent I

Network Order Entry Specialist

Graduating Student Opportunity: Internal Strategy and Process Consulting Associate I

Process Improvement Associate I

Financial Advisor -Greater Columbus, OH

Manager, Team Lead, GM - General Manager

RN → PCU

AI Change Management & Enablement Lead | 1062223

Senior Transmission Line Engineer

Collection Specialist

Consumer Support Unit - Consumer Support Associate

Lead Transmission Line Engineer

Commercial Kitchen Equipment Installer - Nationwide Travel

Senior Transmission Line Engineer

Sr Document Production Associate - 2nd Shift

Structural Engineer

Electrical Engineering Manager

Controls Systems Technician

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