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

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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PNC Financial Services Group

Senior Wealth Strategist - PNC Private Bank

Boston, Massachusetts, United States

Pay posted by employer$80,000–$284,050

… accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective …

Added Nov 3, 2026

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PNC Financial Services Group

Wealth Strategist Sr. - PNC Private Bank

Pittsburgh, Pennsylvania, United States +6 locations

Pay posted by employer$133,000–$296,400

Added Nov 3, 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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KeyCorp

Key Private Bank - Registered Associate Relationship Manager

Denver, Colorado, United States

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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PNC Financial Services Group

Private Business Strategist

Cleveland, Ohio, United States +3 locations

Pay posted by employer$133,000–$247,000

… conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth. Ability to integrate transition-planning strategies into both personal and corporate planning, including: …

Added Nov 3, 2026

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Bank of America

Wealth Management Specialist

Wayzata

Pay posted by employer$26.00–$45.00 per hour

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

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Skills · employer excerpt

Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management

7 more in the full description below.

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 supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities:

Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements:

Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution

Skills:

Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification

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:

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