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Private Client Associate Jobs (NOW HIRING)

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client ...

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client ...

5 Legal

Private Client Associate

Miami, FL

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

5 Legal

Private Client Associate

Washington, DC

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

5 Legal

Private Client Associate

Chicago, IL

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

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Private Client Associate information

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$29K

$52.1K

$95K

How much do private client associate jobs pay per year?

As of Jul 10, 2026, the average yearly pay for private client associate in the United States is $52,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $66,000.00 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.
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Private Client Associate jobs near you
Private Client Associate

Private Client Associate

The Bank of Missouri

Hewlett, NY • On-site

Full-time

Retirement, PTO

Posted 4 days ago

Job description

Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we've endured many events, like the Great Depression and two World Wars. We've survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We've built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
Here are some of the great benefits you will enjoy as a member of our team:
  • Competitive Salary
  • Personal paid time off, as eligible
  • 401K and Employee Stock Option Plan, as eligible
  • Fitness reimbursement
  • Learning, development and growth opportunities

About this job:
The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions. The PCA is responsible for understanding customer needs, providing clear and reliable information, and proactively identifying opportunities to connect customers with products and services that support their financial goals.
In addition to transactional responsibilities, this role contributes to a positive and efficient branch environment by maintaining operational accuracy, ensuring compliance with bank policies and regulatory requirements, and supporting overall branch performance. The ideal candidate demonstrates strong communication skills, attention to detail, and a commitment to delivering a high-quality, relationship-focused customer experience.
The PCA position also plays a vital role in delivering exceptional customer service and providing basic banking services. This role serves as the primary point of contact for customers, building rapport, accurately processing financial requests, and proactively identifying opportunities to connect customers with solutions that meet their financial needs.
As a Private Client Associate you will:
  • Uphold the bank's boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
  • Provide exceptional customer service.
  • Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
  • Proactively identify opportunities to cross sell or refer appropriate banking products and services.
  • Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
  • Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
  • Efficiently and accurately process a wide range of financial transactions.
  • Assist with branch opening and closing procedures including securing cash and official documents.
  • Onboarding of deposit accounts
  • Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
  • Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).

Qualifications for Success:
  • Required Qualifications:
    • High School Diploma or GED equivalent.
    • Strong interpersonal and communication skills, (verbal and written) with the ability to clearly articulate information.
    • A strong customer-focused attitude and a genuine desire to assist others.
    • Ability to manage multiple tasks simultaneously.
    • High level of integrity, trustworthiness, and discretion with sensitive information.
    • Ability to work flexible hours, including some Saturdays, as required by branch operations.
    • Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
  • Preferred Qualifications:
    • Basic understanding of financial concepts and personal banking.
    • Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard)

The Bank of Missouri is an Equal Opportunity Employer

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