Top 109 Wealth management wealth advisor Jobs in Columbus

Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- US work authorization
- In-person
- Health savings account
- Health insurance
Quick Apply
Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
- Full-time
- 5 years
- Military
- Financial services
- Flexible schedule
2d
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- 5 years
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
Quick Apply
Wealth Management Advisor
U.S. Bank National Association —Columbus, OH
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Workplace Solutions - Customer Service Analyst
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Finance
- Continuous improvement
- Health insurance
- Tuition reimbursement
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
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
13d
Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
- $150,000 - $222,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Asset Management - US Client Onboarding Management
JPMorganChase —Columbus, OH
- Full-time
- Word processing
- Mid-level
- Analysis skills
- Health insurance
- Tuition reimbursement
1d
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Cross-Sell Data Analyst, Dynamics 365
HUB International —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Up to 50% travel
- 5 years
- Finance
- Health savings account
- Disability insurance
Marketing Distribution Associate- Asset Management
JPMorganChase —Columbus, OH
- $133,000 - $190,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
9d
PWM Private Wealth Advisor
U.S. Bank National Association —Columbus, OH
- $126,820 - $149,200 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance

I want to receive the latest job alert for wealth management wealth advisor in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management wealth advisor jobs near columbus

Financial Advisor jobs in Columbus, OH

Senior Sales Executive jobs in Ohio

Distribution Associate jobs in Columbus, OH

Customer Service Analyst jobs in Columbus, OH

Quality Assurance Specialist jobs in Columbus, OH

Customer Relations Representative jobs in Columbus, OH

Senior Associate Engineer jobs in Columbus, OH

Assistant Vice President jobs in Columbus, OH

Client Associate jobs in Columbus, OH

Management Trainee jobs in Columbus, OH

Wealth Management Advisor jobs in Edwardsville, IL

Wealth Manager jobs in Charleston, SC

Wealth Management Advisor jobs in Pasadena, CA

Wealth Management Advisor jobs in Troy, OH

Emergency Management Coordinator jobs in Texas

Academic Advisor jobs in Oklahoma

Wealth Management Advisor jobs in Leawood, KS

Financial Advisor jobs in Wichita, KS

College Advisor jobs in San Antonio, TX

Financial Advisor jobs in Carmel, IN

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

wealth management wealth advisor jobs in columbus

Client Relationship Analyst

Wealth Management Advisor

Senior Financial Advisor - Experienced Professionals

Client Service Advocate (CSA)

Financial Professional - Career Transition Opportunity

Senior Outside B2B Sales Executive

Wealth Management Trainee (OH)

Financial Advisor

Wealth Management Advisor

Workplace Solutions - Customer Service Analyst

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

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Wealth Advisor - PNC Wealth Management

Asset Management, Securitized Private Credit Analyst - Associate/Vice President

Private Wealth Client Associate

Asset Management - US Client Onboarding Management

Senior Wealth Planning Associate - Columbus, OH

Cross-Sell Data Analyst, Dynamics 365

Marketing Distribution Associate- Asset Management

PWM Private Wealth Advisor

I want to receive the latest job alert for wealth management wealth advisor in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected