Client Analysis jobs in Columbus

CLIENT SUPPORT High School Diploma/Equivalency 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,

A financial services corporation based in Worthington, Ohio, is seeking an entry-level position focused on sales support and commercial customer service. The role involves enhancing client interactions, supporting treasury management, and assisting with account maintenance. Ideal candidates should p

*JOB DESCRIPTION** Drive the engine of Global Liquidity client service—own cash flows, trades, settlements, reconciliations, and rapid resolutions for financial intermediaries and corporates with independent judgment at a leading asset manager. As a Global Liquidity Client Account Analyst, you will

Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members’ individual success. Job Description: Oxford Ho

*Disclaimer: This is an evergreen job posting designed to connect with top talent for future opportunities. While this role is not actively hiring at the moment, we welcome applications to be considered for upcoming positions.** *Please note: This posting represents an ongoing effort to establish ou

A leading financial services firm is seeking a Private Client Investment Associate to provide client service and support to Private Client Advisors. This role involves facilitating operational requests, building client relationships, and ensuring compliance with operational procedures. Candidates mu

JPMorganChase

*Job Description** Come join JPMorgan Private Client as an Client Experience Manager and manage a team of Specialists focused on providing our affluent client segment with an exceptional experience. As the Client Experience Manager you’ll lead a team of Specialists who are instrumental in helping ou

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the

UBS

Your role Are you truly service oriented? Do you know how to take care of people? Client Service & Operations: • Maintain client and account information across internal management systems • Educate clients on account services, processes, and capabilities • Collect and organize documentation for acco