533 matching jobs for “Private Client Advisor”

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Morgan Stanley

Client Relationship Analyst

Rochester, Michigan, United States of America

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Garden City, New York, United States

Pay posted by employer$32,219–$90,000 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Milwaukee, Wisconsin, United States

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Worcester, Massachusetts, United States

Pay posted by employer$15.00–$43.27 per hour

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Service Associate

Middleton, Massachusetts, United States of America

Pay posted by employer$15.00–$40.87 per hour

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

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Wealth Planner

Tacoma, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-high net worth clients and prospects. The Planner will work closely with …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Boston, Massachusetts, United States

Pay posted by employer$66,500–$78,200 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Sr. Relationship Manager

Tarrytown, NY

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Sr. Relationship Manager

Denver, Colorado, United States +1 location

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Dayton, Ohio, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

South Bend, Indiana, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Seattle, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Pepper Pike, OH

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Buffalo, New York, United States

Full time

Pay posted by employer$112,000–$210,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Akron, Ohio, United States

Full time

Pay posted by employer$112,000–$210,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized …

Added Nov 3, 2026

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Huntington Bancshares

Trust Advisor III

Columbus, Ohio, United States

Full time

… Trust Administration experience Preferred Qualifications: Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation Demonstrated success working with high net worth banking customers Proven ability to …

Added Nov 3, 2026

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Fidelity National Information Services

Client Relationship Manager

COL BOGA Virtual

… America. Build trusted relationships with key stakeholders and executive sponsors, serving as a strategic advisor and primary point of contact. Develop and execute account plans focused on customer retention, revenue …

Added Nov 3, 2026

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Northern Trust

Senior Relationship Advisor

Austin, Texas, United States

Full time
Regular

Manages a portfolio of wealth management clients, developing a deep understanding of client needs and goals in collaboration with clients and their advisors. Exhibits expertise in governing …

Added Oct 16, 2026

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KeyCorp

Key Private Bank Senior Portfolio Strategist

Toledo, Ohio, United States

Pay posted by employer$116,000–$216,000 per year

… advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that …

Added Nov 10, 2026

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KeyCorp

Key Private Bank Senior Portfolio Strategist

Seattle, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Rochester, Michigan, United States of America

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About this opportunity

Original employer 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

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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