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Private Client Associate Jobs in California (NOW HIRING)

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 ...

Rockefeller Financial

Client Associate

San Francisco, CA · On-site

$75K - $90K/yr

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

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 ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in California

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 5, 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.
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Private Client Associate jobs near you

Private Client Associate (Temporary)

EPIC Brokers

Pasadena, CA • On-site

$30.77 - $35.90/hr

Full-time, Temporary

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

LOCATION: Remote, wants to hire a Candidate with CA residence preferably near Pasadena, CA or San Ramon, CA
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career consider joining our amazing team!
JOB OVERVIEW:
The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers. The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non-exempt position.
Responsibilities
QUALITIES:
  • Act as a client advocate always.
  • Maintain a positive relationship and excellent communication with client and co-workers.
  • Work as a team and contribute to the team effort by openly sharing insurance knowledge.
  • Assume ownership of problems until the resolution is successfully accomplished.
  • Become a student of the business. Seek insurance knowledge through training and education.

SKILLS:
  • Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.
  • Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.
  • Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.
  • Maintain Client records in agency management systems. It is the associate's responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.
  • Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.
  • Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.
  • Develop a strong working knowledge of our carrier's websites and utilize the sites to secure accurate and timely information for our clients.
  • Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
  • Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.
  • Manage and process daily carrier Download and Communication Logs.
  • Manage and process daily invoicing and monthly expirations.
  • Pull cancellation, reinstatements and non pays from carriers' websites daily.
  • Enter and set up prospects in management system and run MVR & CLUE.

COMPENSATION:
The national average for hourly rate is role is $30.77 - $35.90 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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