ZipRecruiter

Log In

1

Private Client Associate Jobs in Ohio (NOW HIRING)

F.N.B. Corporation

Private Banker 3

Youngstown, OH · On-site

... and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to ...

Fnbcorp

Private Banker 3

Youngstown, OH

... and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to ...

PNC Bank

Client Service Associate

Cleveland, OH

$52K - $87K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. The Client Service Associate serves as the primary point of contact for our clients and ...

PNC Bank

Client Service Associate

Cleveland, OH

$52K - $87K/yr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

AllianceBernstein Holding L.P.

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Associate

Cleveland, OH

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Ohio

Private Client Associate information

See Ohio salary details

$26.5K

$47.6K

$86.8K

How much do private client associate jobs pay per year?

As of Jul 21, 2026, the average yearly pay for private client associate in Ohio is $47,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,908.00 and $60,332.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Ohio? For Private Client Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Ohio look for? The top searched job categories for Private Client Associate jobs in Ohio are:
What cities in Ohio are hiring for Private Client Associate jobs? Cities in Ohio with the most Private Client Associate job openings:
Private Client Associate jobs near you
Client Service Associate - Private Bank

Client Service Associate - Private Bank

PNC Bank

Cleveland, OH • On-site

$52K - $87K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 343 frontline employees who took The Breakroom Quiz

80th of 149 rated banks

Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be based in Cleveland, OH. The position is primarily based in a PNC location. Responsibilities require time in the office on a regular basis.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service.
  • Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests.
  • Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership.
  • Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests.
  • Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

CompetenciesAccuracy and Attention to Detail, Client Relationship Management, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and ServicesWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $52,500.00 - $87,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 05/19/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

What PNC Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply