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Private Client Associate Jobs (NOW HIRING)

EPIC Brokers

Private Client Associate

Melville, NY · On-site

$35 - $40/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITIES • Work as a team with ...

EPIC Brokers

Private Client Associate

Melville, NY

$35 - $40/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITIES Work as a team with ...

Seattle Bank

Private Client Associate

Seattle, WA · On-site

$65K - $80K/yr

Position Summary The Private Client Associate (PCA) is responsible for delivering outstanding customer service to Seattle Bank clients and internal partners. The position will be instrumental in ...

Seattle Bank

Private Client Associate

Seattle, WA · On-site

$65K - $80K/yr

Position Summary The Private Client Associate (PCA) is responsible for delivering outstanding customer service to Seattle Bank clients and internal partners. The position will be instrumental in ...

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

Chicago, IL · On-site

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 ...

janney

$11.50 - $16/hr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

janney

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

janney

$11.50 - $16/hr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

janney

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

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$29K

$52.1K

$95K

How much do private client associate jobs pay per year?

As of May 30, 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 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.

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.
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Private Client Associate jobs near you

Private Client Associate

Sterling Bank

Little Rock, AR

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Join the Sterling Bank team as a full time Private Client Associate at our Little Rock location.  Work hours are Monday through Friday, 8am to 5pm - no weekends!  We offer a competitive benefit package including medical, dental, vision, disability and life insurance coverages, a 401k retirement plan with an employer match, along with paid holidays, vacation, and personal time off.

JOB DESCRIPTION

Responsibilities in this role include providing exceptional customer service while performing services such as opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with queries concerning financial institution services. Development of new relationships and maintaining existing relationships. Answering questions on all services the bank provides.  Contributing to the growth of the bank by promoting and cross selling bank products and services. Offering support on the teller line by completing teller functions as needed.

ESSENTIAL DUTIES:

  • Maintain a positive, friendly, professional attitude and appearance.
  • Provides a complete range of customer services at the financial institution, including renewing and opening new accounts, explaining available financial institution products and services, and gathering customer information to service new and existing accounts.
  • Receives deposits and ensures that all accounts are properly processed in accordance with banking regulations.
  • Completes arrangements and documents for special services.
  • Carries out the financial institution’s client retention strategies.
  • Proactively prospects for new business.
  • Actively refers loan, and other Branch services to appropriate departments.
  • Assists supervisor in establishing objectives and plans for deposit growth and retention.
  • Cross train to be available to complete teller transactions and support the teller line.
  • Follows policies and procedures.
  • Adheres to work schedule.
  • Performs related duties as assigned by supervisor.

KNOWLEDGE, SKILLS and ABILITIES:

  • Excellent customer service and leadership skills
  • In-depth knowledge of all bank deposit products and policies
  • Excellent sales, interpersonal, written and oral communication skills
  • Good computer and keyboarding skills
  • Good organizational and multi-tasking skills
  • Mathematical skills
  • Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and other roles and responsibilities relating to each Act.

PHYSICAL ACTIVITIES:

  • While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands and fingers, handle, or feel, reach with hands and arms; required to stoop.  Specific vision abilities required by this job include close vision.

TRAINING AND EXPERIENCE:

  • Bachelor’s degree in business or finance or equivalent
  • 1-3 years prior cash handling and sales experience
  • 1-3 years prior banking experience, or similar work experience required
  • 3 years or more prior customer service experience preferred

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