182 matching jobs for “Senior Private Client Advisor”

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Morgan Stanley

Senior Registered Client Service Associate

Atlanta, Georgia, United States

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial …

Added Nov 3, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

… 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 …

Added Oct 27, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

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

Added Oct 27, 2026

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M&T Bank

Senior Wealth Investment Advisor

New York City, New York, United States

In person

Pay posted by employer$170,500–$284,100

… products/services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. Communicate Wilmington …

Added Nov 3, 2026

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Huntington Bancshares

HFA Financial Advisor Senior - Branch

Ann Arbor, Michigan, United States

… 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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Citigroup

Director/ MD, Senior Private Banker – International Clients (Singapore Based)

Singapore Singapore

Actively identify international client prospects and establish contact with them/convert prospects into clients booked in Singapore. Demonstrate …

Added Nov 3, 2026

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Huntington Bancshares

HFA Financial Advisor Senior - Branch

Wake Forest, North Carolina, United States +2 locations 3 postings

Added Nov 3, 2026

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Huntington Bancshares

HFA Financial Advisor Senior- Branch

Byron Center, MI

Added Nov 3, 2026

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Huntington Bancshares

HFA Financial Advisor Senior - Branch

See posting for location

Added Nov 3, 2026

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Huntington Bancshares

HFA Financial Advisor Senior - Branch

Cleveland, Ohio, United States

Added Nov 3, 2026

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Northern Trust

Relationship Advisor

Houston, 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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Northern Trust

Relationship Advisor

Dallas, 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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Morgan Stanley

Private Wealth Management Wealth Management Associate

See posting for location

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, …

Added Nov 3, 2026

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Bank of America

Product & Strategy Exec/Senior Relationship Manager (Private Markets Focused)

New York

Pay posted by employer$180,000–$280,000

… to support and enhance the experience of the product or platform. Key responsibilities include overseeing client and business interactions, strategic planning, product development and can include technology initiatives. …

Added Oct 28, 2026

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Huntington Bancshares

HFA Financial Advisor Senior -Branch

Sarasota South Links FL

Added Nov 3, 2026

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Raymond James Financial

Sr. Registered Client Service Associate-Charleston, SC

Charleston, South Carolina - United States

Permanent

… service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. …

Added Nov 3, 2026

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Raymond James Financial

Senior Registered Client Service Associate (Dallas, TX)

Dallas, Texas - United States

Permanent

Added Nov 3, 2026

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Fifth Third Bancorp

Trust Officer II, Private Bank Center

Cincinnati, Ohio, United States +7 locations

Full time

… agency, IRA, and custody accounts, with book revenue exceeding approximately $1.5 million. Work with private bank clients' in executing estate plans, which may include the use of multiple accounts, multiple …

Added Nov 3, 2026

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Northern Trust

Service Delivery Lead–Private Markets & Investment Analytics

London, England, United Kingdom

Full time
Regular

… and operational expertise to help investors manage the full investment lifecycle across public and private markets. Serving foundations, endowments, pension funds, sovereign wealth funds, family offices, and asset …

Added Oct 16, 2026

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Morgan Stanley

Senior Registered Client Service Associate

Atlanta, Georgia, United States

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About this opportunity

Original employer description

POSITION SUMMARY

Senior 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)
At least 5 years of industry experience required
Demonstrated strong performance in current role for the prior 2 years, if applicable

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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