527 matching jobs for “Private Client Advisor”

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Morgan Stanley

Registered Client Service Associate

Newtown Square, Pennsylvania, United States of America

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

West Palm Beach, Florida, United States +1 location 2 postings

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Raleigh NC 1000 +2 locations 3 postings

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Marsh & McLennan

Client Executive, Business Insurance

Greensboro - Friendly

Company: Marsh McLennan Agency Description: Marsh McLennan Agency Client Executive, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture …

Added Oct 27, 2026

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Huntington Bancshares

Senior Financial Advisor

Bay City-BR4401

Full time

… prospective customers. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs. Performs other duties as assigned. …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Kahului, Hawaii, United States +1 location 2 postings

Pay posted by employer$35,152–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Palo Alto, California, United States

Pay posted by employer$35,120–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Irvine, California, United States +2 locations 3 postings

Pay posted by employer$34,320–$90,000 per year

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Oxnard, California, United States +1 location 2 postings

Pay posted by employer$34,320–$90,000 per year

CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

McLean, Virginia, United States

Pay posted by employer$70,000–$115,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Nationwide

Relationship Manager - Retirement Solutions (Corporate/Private Sector)

Florida +4 locations

Full time

Pay posted by employer$84,000–$156,000

… be accountable for all aspects of strategic account management for a defined list of our plans including, advisor/consultant, third-party administrator and any other service provider relationships You’ll manage our …

Added Oct 27, 2026

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Truist Financial

Wealth Advisor - Healthcare

Philadelphia, Pennsylvania, United States

… to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys with total loans and …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Northfield, New Jersey, United States of America

Pay posted by employer$32,000–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Colorado Springs, Colorado, United States

Pay posted by employer$34,653–$85,000

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Service Associate

Shrewsbury, New Jersey, United States of America

Pay posted by employer$31,200–$90,000 per year

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Solventum

CDI Solution Advisor

Pittsburgh, Pennsylvania, United States

Full time
Regular

Pay posted by employer$107,600–$147,950

… Because at Solventum, we never stop solving for you. The Impact You'll Make in this Role As a Solution Advisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative …

Added Nov 3, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Grand Rapids, Michigan, United States

Full time

… Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client …

Added Nov 5, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Birmingham, Michigan, United States

Full time

Added Nov 3, 2026

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Fifth Third Bancorp

Wealth Management Advisor II

Atlanta, Georgia, United States

Full time

Added Nov 3, 2026

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PNC Financial Services Group

Investment Advisor I

Fort Lauderdale, Florida, United States +2 locations

… the management of accounts in accordance with investment objectives that have been developed with the client. Supports the delivery of the PNC investment experience to clients, providing actionable advice, market …

Added Nov 11, 2026

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Morgan Stanley

Registered Client Service Associate

Newtown Square, Pennsylvania, United States of America

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About this opportunity

Original employer description

POSITION SUMMARY

Registered Client Service Associates 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/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 aa 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

• 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 with updates on service requests (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

• 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/Skills

• 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 multitask

• 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.

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.

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