Top 20 Registered wealth management client Jobs in Columbus

Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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
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
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
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
3d
Sales Support Associate
Cetera Investors —Dublin, OH
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)
Portfolio Strategist
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Research
- Office
- Business development
Quick Apply
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Sr. Director, AI Leader & Discovery Specialist
Sequoia Financial Group Llc —Dublin, OH
- $180,000 - $205,000 a year
- Business development
- Presentation skills
- Travel
Quick Apply
Financial Representative - Seeking Sales Experience
Northwestern Mutual —Upper Arlington, OH
- $125,000 - $370,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
4d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Office Administrator
Disbennett Wealth Management —Carroll, OH
- $38,000 - $43,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- 401(k)
Quick Apply
14d
Senior Data Scientist
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Computer science
- 7 years
- Computer Science
Quick Apply
Data Scientist
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Computer Science
- Salesforce
- Mid-level
Quick Apply
Investment Implementation Lead
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Finance
- 8 years
- Business development
Quick Apply
1d
Senior Tax Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- CPA
- Research
- Office
Quick Apply

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Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as…
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$63,750 - $106,250 a year

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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 wealth management client jobs in columbus

Registered Client Relationship Analyst

Premier Client Banker - PNC Wealth Management

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

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

Registered Investment Advisor

Sales Support Associate

Portfolio Strategist

Wealth Advisor

Sr. Director, AI Leader & Discovery Specialist

Financial Representative - Seeking Sales Experience

Financial Advisor - PNC Wealth Management

Office Administrator

Senior Data Scientist

Data Scientist

Investment Implementation Lead

Senior Tax Advisor

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