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Private Banking Associate Jobs (NOW HIRING)

First Citizens Bank

Private Banker

Charlotte, NC · On-site

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

Fifth Third Bank

Senior Private Banker

Dallas, TX · On-site

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

First Citizens Bank

Private Banker- Richmond

Richmond, VA · On-site

$100K - $175K/yr

... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

First Citizens Bank

Private Banker- Richmond

Richmond, VA · On-site

$100K - $175K/yr

... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

Fremont Bank

Private Banker Sales Manager

Livermore, CA · On-site

$130K - $170K/yr

... for associates * Deeply invest in the well-being of our local community Key Responsibilities Sales Leadership & Team Management * In collaboration with Private Banking leadership - Lead, develop ...

Morgan Stanley

Associate Private Banker

Omaha, NE

... Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. /Position Responsibilities * Partner with ...

Fifth Third

Senior Private Banker

Dallas, TX

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

... Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. /Position Responsibilities * Partner with ...

Fnbcorp

Private Banker

Pittsburgh, PA · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... associates to achieve service objectives. The incumbent provides the highest quality of service to ...

Morgan Stanley

Associate Private Banker

Morristown, NJ

$85K - $140K/yr

... Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. /Position Responsibilities * Partner with ...

F.N.B. Corporation

Private Banker

Youngstown, OH · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... associates to achieve service objectives. The incumbent provides the highest quality of service to ...

F.N.B. Corporation

Private Banker

Pittsburgh, PA · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... associates to achieve service objectives. The incumbent provides the highest quality of service to ...

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Showing results 21-40

All JobsPrivate Banking Associate Jobs

Private Banking Associate information

See salary details

$27K

$141.2K

$310.5K

How much do private banking associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for private banking associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a private banking associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.
More about Private Banking Associate jobs
What cities are hiring for Private Banking Associate jobs? Cities with the most Private Banking Associate job openings:
Who are the top companies hiring for Private Banking Associate jobs? The top employers for Private Banking Associate jobs are:
What states have the most Private Banking Associate jobs? States with the most job openings for Private Banking Associate jobs include:
What job categories do people searching Private Banking Associate jobs look for? The top searched job categories for Private Banking Associate jobs are:
Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.

Senior Specialist, Client Service Management

BNY

Pittsburgh, PA • On-site

Full-time

Posted 19 days ago

Job description

We’re seeking a future team member for the role of Senior Specialist, Client Service Management (Private Banking Associate) to join our Wealth Management team. This role is located in Pittsburgh, PA or Cleveland, OH. 

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending products through strong operational execution, relationship support, and risk management.

Key Responsibilities

  • Support Private Bankers in the acquisition, onboarding, and expansion of client relationships.
  • Participate in client meetings, coordinate follow-up activities, and assist with pipeline progression through funding.
  • Own the onboarding process for new banking and lending relationships.
  • Gather and validate client information required for account opening and regulatory review.
  • Complete and coordinate KYC, AML, CIP, beneficial ownership, and related due diligence requirements.
  • Manage onboarding timelines, documentation, approvals, and exception resolution.
  • Support onboarding and maintenance for deposit products, including checking, savings, money market, CDs, cash management accounts, and complex ownership structures.
  • Support onboarding for private banking lending products, including investment credit lines, securities-based lending, residential lending, and other credit solutions.
  • Partner with bankers, underwriters, credit teams, KYC, and operations to ensure timely and accurate execution.
  • Ensure all activities comply with regulatory and internal policy requirements.
  • Identify and escalate operational, compliance, documentation, and fraud risks.
  • Serve as a subject matter resource for onboarding requirements and complex account structures, including trusts, estates, LLCs, family partnerships, businesses, and family office relationships.

To be successful in the role, we are seeking the following:

  • 10+ years of total work experience in an operational and/or client services field is preferred.
  • Experience supporting client onboarding, account opening, or relationship management within private banking, wealth management, or financial services.
  • Knowledge of KYC, AML, CIP, beneficial ownership, and related onboarding requirements.
  • Familiarity with deposit products, lending processes, and client documentation requirements.
  • Experience handling complex account structures, including trusts and entities.
  • Strong organizational, communication, and cross-functional coordination skills.
  • High attention to detail, sound judgment, and strong risk awareness.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

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