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…
Skills: Client Relationship Management, Interpersonal Skills, Microsoft Office, Time Management, Organization
Pharmacy Inventory Handler - Pharmacy Business Svcs (Hu)
Columbus, Ohio, United States · On-site
Entry level$4M raised
Overview: Schedule: Morning Shift availability required (Start time 7 AM)3 to 4 shifts a week totaling 12 hours weekly Job Description Summary: Transports materials and equipment from Materials Management to user departm…
Skills: Inventory management, Materials handling, Communication, Safety compliance, Record keeping
Continuing Education Specialist 2, Pesticide Safety Education Program
Columbus, Ohio, United States · Hybrid
$21/hr–$27/hr
Mid level
Screen reader users may encounter difficulty with this site. For assistance with applying, please contact [email protected]. If you have questions while submitting an application, please review these frequ…
Skills: Program planning, Event logistics, Instructional design, Agronomy, Horticulture
Overview: Schedule: M-F (9:00am-5:00pm) On-site until cleared to work hybrid (onsite 2 days per month after probationary period) - subject to change based on meetings Job Description Summary: Actively investigates claim …
Skills: Third Party Billing, Evaluation And Management, Medical Terminology, Diagnosis Coding, CPT4 Coding
Now is a great time to join our growing company! The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services …
Skills: Mailroom operations, Package handling, Shipping and receiving, Inventory management, Data entry
Company Description At Consider Posh Pro, we’ve got a knack for turning dull moments into dazzling opportunities. We’re the ones who add a splash of color to the black and white world of sales. How do we do it? Well, it’…
Skills: Event planning, Event coordination, Logistics management, Vendor management, Communication
Company Description At Consider Posh Pro, we’ve got a knack for turning dull moments into dazzling opportunities. We’re the ones who add a splash of color to the black and white world of sales. How do we do it? Well, it’…
Skills: Public relations, Media relations, Press release writing, Media monitoring, Social media management
Company Description At Consider Posh Pro, we’ve got a knack for turning dull moments into dazzling opportunities. We’re the ones who add a splash of color to the black and white world of sales. How do we do it? Well, it’…
Be Part of an Amazing Story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer service, Sales transactions, Inventory management, Merchandising, Administrative support
Phlebotomist II Territory - Columbus, OH, Monday to Friday, 7:00 AM to 5:00 PM, with rotational weekends Travel within an assigned territory to deliver professional phlebotomy services at assigned Patient Service Centers…
AUTOMATIC DOOR SHOP GUY: A CAREER FOR HANDY JACK OF ALL TRADES Like to get your hands dirty at work, but still like to organize and keep things tidy? Enjoy lifting heavy junk, climbing ladders, and using tools, but still…
Responsible for ensuring that accounting activities at all Vault and Cage/Club locations are performed accurately and efficiently in accordance with all applicable laws, Ohio Lottery rules and regulations, Federal mandat…
Clinical Research Coordinator III (RN) *Sign On Bonus*
Columbus, Ohio, United States · Hybrid
$26/hr–$49/hr
Mid level
Location: Zangmeister Cancer Center Pay Range: $26.83 - $45.15 Job Description Summary Responsible for the performance of the research study under the medical supervision of the Principal Investigator. Clinical Research …
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following: Assist with store functions and day-t…
Skills: Store Management, Customer Service, Team Development, Inventory Management, Loss Prevention
Remote Scheduling Coordinator If working remotely and having flexibility in your schedule sounds appealing, this opportunity may be worth exploring. We are currently connecting with individuals interested in a remote coo…
Store 2743539: 820 W 3rd Avenue, Columbus, Ohio 43212 Shift Availability Days and Evenings Time Type Full time ESSENTIAL DUTIES: The position includes, but is not limited to, the following essential job duties, responsib…
About DHL and CRE: DHL Group the logistics provider of the world with over 580,000 employees in more than 220 countries and territories. We are an organization that is not just moving goods around, we have a very clear p…
Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark’s compreh…
Description Hourly Range: $22.00 - $25.00 / hour Grow the Volunteers Who Grow Our Mission At Transitions Hospice, we don't just manage care — we protect dignity, comfort, and the moments that matter most. We've reimagine…
Skills: Volunteer Recruitment, Program Development, Training And Orientation, Personnel Management, Interpersonal Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school, bachelor degree
Comprehensive Employee Benefits, Perks
Posted 4d ago
~40 hrs/week
Responsibilities
Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movement, managing calendars, and assisting with client account documentation.
Requirements
Requires a high school diploma or equivalent, with a college degree preferred. Candidates should be willing to obtain Series 7 and Series 66/63/65 certifications and possess advanced Microsoft Office skills.
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
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
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
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.
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals.
Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success.
As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally.
These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders.
Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
How many Administrative jobs are open in Columbus, OH right now?
There are currently 1,722 open administrative positions in Columbus, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Columbus, OH?
Companies currently hiring include Nationwide Children's Hospital, Department of Animal Sciences at The Ohio State University, Ohio State University Physicians, OhioHealth, RRD, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Columbus, OH?
Yes — 232 of the 1722 open administrative positions offer remote or hybrid work (60 remote, 172 hybrid).
How do I apply for Administrative jobs in Columbus, OH?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.