128 matching jobs for “Private Wealth Client Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Bank of America

Wealth Management Client Associate

Phoenix, Arizona, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 29, 2026

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Morgan Stanley

Private Wealth Management Wealth Management Analyst

Miami Beach, Florida, United States

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

Added Nov 3, 2026

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Bank of America

Private Wealth Relationship Manager

New Orleans, Louisiana, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Los Angeles, California, United States

Pay posted by employer$65,000–$108,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Private Wealth Supervision Manager

Los Angeles, California, United States

Pay posted by employer$115,000–$160,000

… work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all …

Added Oct 28, 2026

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Bank of America

Private Wealth Investment Management Specialist

Chicago, Illinois, United States

Pay posted by employer$62,000–$108,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Investment Management Specialist

Chicago, Illinois, United States

Pay posted by employer$60,000–$96,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Private Wealth Senior Business Manager

San Antonio, Texas, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 30, 2026

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Morgan Stanley

Asia Wealth Management , Client Service Manager, Associate, Singapore

IOI Central Boulevard Towers

Client Service Manager serves as an important team support staff for both the Investment Representative and …

Added Nov 3, 2026

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Morgan Stanley

Wealth Management Associate

Worcester, Massachusetts, United States

Pay posted by employer$68,000–$120,000 per year

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Wealth Management Associate

Portland, Maine, United States

Pay posted by employer$68,000–$120,000 per year

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Asia Wealth Management, Client Service Manager, Associate/ Director, Singapore

Singapore, Singapore

Client Service Manager serves as an important team support staff for both the Investment Representative and …

Added Nov 3, 2026

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KeyCorp

KIS Wealth Market Associate

Brooklyn, OH

Full time

Pay posted by employer$25.00–$38.46 per hour

The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The Wealth Market Associate will …

Added Nov 3, 2026

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Bank of America

Wealth Strategist

Houston, Texas, United States +2 locations

Pay posted by employer$206,500–$300,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Morgan Stanley

Registered Client Service Associate

New Orleans, Louisiana, United States

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 Associate Relationship Manager

Denver, Colorado, United States +1 location

Full time

Pay posted by employer$80,000–$150,000 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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Morgan Stanley

Registered Client Service Associate

Santa Barbara, California, United States

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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S&P Global

Associate, Client Services (NFC)

Islamabad, Islamabad, Pakistan

Full time

Grade Level (for internal use): 07 The Role: Associate, Client Support (Non-Financial Corporates) The Team : As a member of the Client Services team, you will …

Added Oct 27, 2026

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Bank of America

Wealth Management Client Associate

Phoenix, Arizona, United States

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Required Qualifications · employer excerpt

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

About this opportunity

Original employer description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

This role provides operational support to the business of the Private Capital & Venture Solutions Group (PCVSG). Founded more than three decades ago, the team offers a comprehensive suite of tailored solutions designed to address the brokerage and operational needs of the private capital community. Our high touch services include the management of stock distributions, restricted stock sales and settlement, the drafting and implementation of 10b5-1 plans, and a range of alternative monetization strategies. The 50+ person team operates in a fast-paced environment, across 6 offices nationwide. We are seeking a Client Associate with an interest in financial services, a great attitude, high energy, and the ability to work successfully as part of a thriving team.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

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