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Private Client Associate Jobs in Connecticut (NOW HIRING)

Verrill is seeking an Associate to join our Private Clients & Fiduciary Services Group in our ... We represent a diverse client base, including high-net-worth individuals, fiduciaries, and ...

New

Associate

Stamford, CT

$80K - $86K/yr

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

Associate

Stamford, CT · On-site

$80K - $86K/yr

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

Customer Relationship Associate

Dayville, CT · On-site

$39K - $49K/yr

As a privately held third-party testing company, Microbac operates with a commitment to our ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

As a privately held third-party testing company, Microbac operates with a commitment to our ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

... Private Equity Practice Group. Ideal candidates must have 6-8 years of M&A experience. Skills ... and client relationships, supervising junior associates and handling day to day demands on a ...

Client Service Representative

Fairfield, CT

$16.25 - $22.25/hr

With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private ... Associate's degree or equivalent. Additional Information ConnectPay offers a salary commensurate ...

Client Service Representative

Fairfield, CT · On-site

$16.25 - $22.25/hr

With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private ... Associate's degree or equivalent. Qualifications Additional Information ConnectPay offers a salary ...

Showing results 41-60

Private Client Associate information

See Connecticut salary details

$29.1K

$52.3K

$95.3K

How much do private client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for private client associate in Connecticut is $52,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,129.00 and $66,237.00 per year, depending on experience, location, and employer.

How does a private client associate 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 skills and qualifications are needed to thrive as a private client associate?

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 are popular job titles related to Private Client Associate jobs in Connecticut? For Private Client Associate jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Connecticut look for? The top searched job categories for Private Client Associate jobs in Connecticut are:
What cities in Connecticut are hiring for Private Client Associate jobs? Cities in Connecticut with the most Private Client Associate job openings:
Infographic showing various Private Client Associate job openings in Connecticut as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,278 per year, or $25.1 per hour.

Private Clients Associate Attorney

Verrill

Greenwich, CT • Hybrid

$165K - $170K/yr

Full-time

Posted 3 days ago

New


Job description

Verrill is seeking an Associate to join our Private Clients & Fiduciary Services Group in our Greenwich Connecticut office. As one of New England’s leading full-service law firms, Verrill offers the opportunity to do meaningful work alongside exceptional colleagues in a collaborative, supportive, and professional environment. We are committed to attracting talented individuals who are dedicated to excellence, client service, and continuous growth and development in their careers.

Position Overview and Responsibilities

Our Private Clients & Fiduciary Services Practice Group is among the most experienced in New England. Our attorneys work closely with individuals and families to understand the clients’ priorities and goals and their intentions for the legacies they wish to achieve. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and organizations, in all aspects of trust and estate work. The successful candidate will collaborate closely with attorneys and professional advisors while providing practical, client-focused counsel and contributing to the continued growth of the Private Clients and Fiduciary Services practice. Candidates must be able to work a hybrid schedule with at least four (4) in-office days per week.

Responsibilities include, but are not limited to:

  • Drafting and implementing sophisticated estate planning documents, including wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, revocable trusts, and other estate planning documents.
  • Conducting legal research regarding complex procedural and substantive issues related to probate and estate planning.
  • Counseling clients regarding estate, gift and transfer tax planning.
  • Advising fiduciaries on trust and estate administration matters.
  • Handling probate and trust administration matters from inception through closing.
  • Preparing and reviewing estate and gift tax returns.
  • Collaborating with financial advisors and other professional advisors.
  • Participating in business development and client relationship activities.
  • Contributing to the continued growth of the practice.

Experience and Qualifications

  • Juris Doctor degree from an ABA-accredited law school.
  • Active membership in good standing with the Connecticut State Bar or eligibility to obtain admission within a reasonable amount of time.
  • At least four (4) years of experience in estate planning, trust administration, and probate administration.
  • Advanced research and writing skills including proficiency with legal research tools, including WestLaw.
  • Exceptional written and oral communication skills.
  • Excellent analytical and problem-solving skills.
  • Experience implementing and managing multiple projects.
  • Experience working as part of a team, independently, and with cross-functional teams.
  • Strong interpersonal, customer service, and organizational skills, with keen attention to detail.
  • Excellent time management and prioritization skills, with the ability to meet deadlines, delegate effectively, and thrive in high-paced environments.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and related software.

Compensation and Benefits

The anticipated base salary range for this position is $165,000 - $170,000. This is Verrill’s good faith estimate of the annual salary for the position at the time of this posting for the indicated location. Final base salary will be determined by several factors including, but not limited to skills, experience, job-related qualifications, and other market factors. This range represents only one component of a comprehensive compensation and benefits package at Verrill.

Verrill is an equal opportunity employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military status, protected veteran status, and other statuses protected by law.

Applications will be reviewed in the order they are received, and the position will remain open until filled. If you need assistance with the application process, please reach out to the Talent Acquisition Team.