Top 213 Client advisor Jobs in Springboro, Oh

Client Relationship Analyst
Morgan Stanley —Beavercreek, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Healthcare Account Executive - Dayton
A Place for Mom —Dayton, OH
- $80,000 - $115,000 a year
- Full-time
- Remote
- Skilled nursing facility
- Hospital
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
Scheeler Financial Group —West Chester, OH
- $24.66 - $29.70 an hour
- Full-time
- Background check
- Inventory management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Planning Advisor
WealthBridge Financial Group —Springboro, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
4d
Beauty Advisor - Part Time
Sephora —Liberty, OH
- $18 - $23 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Manager, Tax & Accounting
Jessup Wealth Management Inc. —Oakwood, OH
- $75,000 - $100,000 a year
- Full-time
- Background check
- CPA
- Office
- Profit sharing
- Disability insurance
Quick Apply
8d
Hybrid Board Certified Behavior Analyst / BCBA
BlueSprig —Fairborn, OH
- $70,000 - $93,000 a year
- Full-time
- Mid-level
- Pediatrics
- In-person
- Continuing education credits
- Dental insurance
Quick Apply
9d
Commercial Arborist
SavATree LLC —Dayton, OH
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- Outdoor work
- Disability insurance
- Health insurance
Quick Apply
Wireless Sales Representative
Wireless Zone —Mason, OH
- $30,000 - $60,000 a year
- Full-time
- Mid-level
- Business development
- POS
- Health insurance
- Dental insurance
Quick Apply
11d
Marketing Coordinator
Brown Financial Advisors —Milford, OH
- $55,000 - $60,000 a year
- Full-time
- Background check
- Marketing
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Tax Manager
UHY LLP —Cincinnati, OH
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
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
Financial Advisor
First Command —Beavercreek, OH
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
21h
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Cincinnati, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Sales Advisor - Full Training & Development
Northwestern Mutual —Township of Liberty, OH
- $64,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Cincinnati, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Dayton, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Licensed Sales Professional (LSP) - OH
Allstate —Ohio
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Administrative Assistant
Raymond James Financial Services —West Chester, OH
- $20 - $30 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Professional development assistance
Quick Apply
4d
Personal Banker
KeyBank National Association —Kettering, OH
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office

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Client Relationship Analyst

Morgan Stanley -
Beavercreek, 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 springboro, oh

Client Relationship Analyst

Healthcare Account Executive - Dayton

Administrative Assistant

Wealth Planning Advisor

Beauty Advisor - Part Time

Manager, Tax & Accounting

Hybrid Board Certified Behavior Analyst / BCBA

Commercial Arborist

Wireless Sales Representative

Marketing Coordinator

Tax Manager

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Financial Advisor

Financial Services Professional - Hybrid Remote (OH)

Financial Sales Advisor - Full Training & Development

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

Licensed Sales Professional (LSP) - OH

Administrative Assistant

Personal Banker

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