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Private Client Associate Jobs in California (NOW HIRING)

East West Bank

Private Client Associate

Pasadena, CA · On-site

$20/hr

The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. Responsibilities * Work closely with Private Bankers or ...

UBS

Registered Client Associate

Los Angeles, CA · On-site

$65K - $75K/yr

... a Registered Client Associate to: Keep management systems up to date with accurate client ... Your team You'll be working in the Private Wealth Management desk in Los Angeles. Our team delivers ...

UBS

Client Associate

San Francisco, CA · On-site

$55K - $75K/yr

Your team You'll be working with a Private Wealth Management team in the San Francisco office. As a Client Associate you will play an important role in working with a professional and highly ...

Capital Group

Private Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

Capgroup

Private Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

BDO

Tax Manager, Private Client Services

San Diego, CA · On-site

Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

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Private Client Associate information

See California salary details

$28.4K

$51K

$93K

How much do private client associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for private client associate in California is $51,008.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,252.00 and $64,629.00 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 California? For Private Client Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in California look for? The top searched job categories for Private Client Associate jobs in California are:
What cities in California are hiring for Private Client Associate jobs? Cities in California with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,008 per year, or $24.5 per hour.
Private Client Associate

Private Client Associate

East West Bank

Pasadena, CA • On-site

$20/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

118th of 170 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
East West Bank is currently seeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions.
Responsibilities
  • Work closely with Private Bankers or Private Client Advisors to provide banking services to customers and to build relationships, uncover, and satisfy their financial needs.
  • Process new accounts for consumer and commercial clients.
  • Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
  • Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations.
  • Enhancing customer satisfaction by consistently engaging and connecting with customers to exceed service expectations in timely manner and by effectively resolving problems.
  • Provides access and information to customers about the many products and services East West Bank offers
  • Performs other duties as assigned.

Qualifications
  • Minimum of 1-2 years previous customer service experience for high net worth clients
  • Bachelor's Degree or equivalent preferred
  • Bilingual in Mandarin and/or Cantonese strongly preferred
  • Must be able to work under minimal supervision and work well under pressure
  • Must organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience
  • Excellent communication skills (verbal, non-verbal, as well as written)
  • Excellent customer service skills, ability to communicate clearly with customers
  • Must have strong time management skills and be able to work a flexible schedule, including overtime and weekends.
  • Ability to build effective relationships with customers, staff and members of the community.
  • Strong problem solving and decision-making skills

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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