Cincinnati, Ohio, United States · On-site
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 intera…
Skills: Financial services, Client relationship management, Series 7, Series 66, Series 63
Cincinnati, Ohio, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Property Portfolio Manager (…
Skills: Property management, Budgeting, Asset management, Vendor management, Lease administration
Alpharetta, Georgia, United States · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Internal Audit, Risk Management, Information Security, Cloud Security, IT Auditing
Cincinnati, Ohio, United States · On-site
Location(s) Cincinnati, Ohio Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our cu…
Skills: Sales, Customer Service, Insurance Sales, Bilingual, Spanish
Cincinnati, Ohio, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The scope of the role and the re…
Skills: Sourcing, Procurement, Contract negotiation, Risk management, Strategic sourcing
Cincinnati, Ohio, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Perform varied and moderately co…
Skills: Currency handling, Coin counting, Data entry, Balancing transactions, Reconciliation
Denver, Colorado, United States · Hybrid
Description Summary: Global Advisor Portfolio Manager provides analytical, portfolio management, underwriting and compliance management support within the Global Specialty Products Team. Duties and Responsibilities: Serv…
Skills: Portfolio management, Underwriting, Credit risk analysis, Compliance management, Country risk analysis
Cincinnati, Ohio, United States · On-site
$64k–$106k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Capital management, Client prospecting, Client relationship building, Financial planning, Estate planning
Madisonville, Kentucky, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Working under close supervision,…
Skills: Accounts receivable, Accounts payable, Data entry, Attention to detail, Mathematical skills
London, England, United Kingdom · Hybrid
Job Description Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for a Project Manager Senior (Non-Technical) to join our ever evolving team and help shape the futur…
Skills: Project management, Budget management, Timeline management, Communication, Negotiation
Atlanta, Georgia, United States · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Technical partnerships, Technical program management, Partner integrations, Platform ecosystems, Solution consulting
Cincinnati, Ohio, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Working under close supervision,…
Skills: Accounts receivable, Accounts payable, Invoice processing, Data entry, Attention to detail
Cincinnati, Ohio, United States · On-site
$52k–$55k/yr
Welcome to Destination Pet. We are One Pack- a united team working together to elevate the love and lives of pet families. Our pet-obsessed professionals create a connected care network of trustworthy partners who bring …
Skills: Team leadership, Operational management, Financial budgeting, Staff scheduling, Customer service
Saint Paul, Minnesota, United States · On-site
$65k–$76k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Data analytics, Process mapping, Process management, Relationship management, Problem solving
Denver, Colorado, United States · Hybrid
$27/hr–$30/hr
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Talent acquisition, Scheduling, HRIS, Workday, Microsoft Word
Saint Paul, Minnesota, United States · Hybrid
$82k–$96k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: SQL, Alteryx, DOMO, Data analysis, Data visualization
Cincinnati, Ohio, United States · Remote Solely
$60k–$100k/yr
Remote Benefits Representative Remote | $60,000–$100,000 Estimated Annual Earnings | Training Provided Are you a strong communicator who enjoys helping people understand their options and make confident decisions? Fisher…
Skills: Communication, Sales, Customer service, Presentation skills, Relationship building
Cincinnati, Ohio, United States · Remote Solely
$90k–$120k/yr
Put your people skills to work in a remote career with meaningful earning and advancement potential. AO Globe Life is hiring Remote Client Benefits Advisors to help individuals and families understand insurance protectio…
Skills: Communication, Active listening, Customer service, Time management, Organization
Cincinnati, Ohio, United States · On-site
Assist in development, implementation, and improvement of analytical tools, protocols, and processes for KPP to support network contract compliance and optimization for its clients. Facilitate an association of pharmacy …
Skills: Financial modeling, Data analytics, Pricing strategy, Contract compliance, Power BI
Cincinnati, Ohio, United States · On-site
$17/hr–$19/hr
Position Description Relationship Banker Identifying Information: LCNB National Bank Department: Retail BankingReports To: Stephanie Lehmkuhl, Branch ManagerLocation: Delhi Office, 5681 Rapid Run Cincinnati, OH 45238Stat…
Skills: Customer service, Cash handling, Relationship building, Transaction processing, Interpersonal skills
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Provide exceptional service to clients and support Financial Advisors with daily operations, including account maintenance and money movement. Assist with administrative tasks such as calendar management, travel itineraries, and preparing materials for client meetings.
Requires a High School Diploma or equivalent, with a college degree preferred. Candidates must hold active Series 7 and Series 66 (or 63 and 65) licenses and have at least two years of industry experience.
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.
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. MSOnline, 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
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
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 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 multi-task
Goal oriented, self-motivated and results driven
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.
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.
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
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