As a Private Client Service Manager, you'll serve as a trusted advisor to High-Net-Worth ... Mentor and support Client Service Managers and Associates, sharing expertise and encouraging ...
As a Private Client Service Manager, you'll serve as a trusted advisor to High-Net-Worth ... Mentor and support Client Service Managers and Associates, sharing expertise and encouraging ...
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of ...
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · Hybrid
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · Hybrid
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · Hybrid
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · Hybrid
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · On-site
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Tax Senior Associate - Private Client Services
Fort Myers, FL · On-site
$75K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing ...
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
As a Registered 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 ...
As a Registered 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 ...
Private Wealth Attorney
Sarasota, FL · On-site
$150K - $300K/yr
If you have the private client experience, academic credentials, and entrepreneurial mindset to match, we'd like to discuss this Sarasota-based Senior Associate opportunity with you in more detail.
Quick apply
Private Wealth Attorney
Sarasota, FL · On-site
$150K - $300K/yr
If you have the private client experience, academic credentials, and entrepreneurial mindset to match, we'd like to discuss this Sarasota-based Senior Associate opportunity with you in more detail.
Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, FL · On-site
$13.75 - $19.25/hr
Private Wealth Client Associate - Bilingual Spanish Preferred Miami, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are ...
Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, FL · On-site
$13.75 - $19.25/hr
Private Wealth Client Associate - Bilingual Spanish Preferred Miami, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · On-site
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · On-site
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · Hybrid
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · Hybrid
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · On-site
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · On-site
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · Hybrid
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · Hybrid
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · Hybrid
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Miami, FL · Hybrid
$78K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · Hybrid
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
Tax Senior Associate - Private Client Services (PCS)
Fort Lauderdale, FL · Hybrid
$77K - $96K/yr
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a ...
UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -
Orlando, FL · Remote
$400K - $500K/yr
Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics. * Our Client covers All Expenses and offers Matching 401K! * Exceptional ...
Quick apply
UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -
Orlando, FL · Remote
$400K - $500K/yr
Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics. * Our Client covers All Expenses and offers Matching 401K! * Exceptional ...
Client Services Associate
Jacksonville, FL · On-site
$43/hr
Confidently articulate the value proposition for our Private Client and digital programs available ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...
Client Services Associate
Jacksonville, FL · On-site
$43/hr
Confidently articulate the value proposition for our Private Client and digital programs available ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...
... Associates, Senior Associates, and Managers, and assessing performance for engagement reviews. • ... of Private Client experience; • Bachelor's and/or Master's degree - Accounting, Finance ...
... Associates, Senior Associates, and Managers, and assessing performance for engagement reviews. • ... of Private Client experience; • Bachelor's and/or Master's degree - Accounting, Finance ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Private Client Associate information
See Florida salary details
$23.1K - $27.9K
21% of jobs
$28.8K is the 25th percentile. Wages below this are outliers.
$27.9K - $32.7K
20% of jobs
The median wage is $36.4K / yr.
$32.7K - $37.4K
12% of jobs
$37.4K - $42.2K
9% of jobs
$42.2K - $47K
9% of jobs
$50.1K is the 75th percentile. Wages above this are outliers.
$47K - $51.8K
5% of jobs
$51.8K - $56.6K
11% of jobs
$56.6K - $61.3K
7% of jobs
$61.3K - $66.1K
0% of jobs
$66.1K - $70.9K
2% of jobs
$70.9K - $75.7K
3% of jobs
$23.1K
$41.5K
$75.7K
How much do private client associate jobs pay per year?
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What is a private client associate?
What skills and qualifications are needed to thrive as a private client associate?

Arthur J. Gallagher & Co. rating
7.7
Based on 92 frontline employees who took The Breakroom Quiz
200th of 304 rated insurance
Job description
Overview
At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most. You’ll partner closely with clients, Producers, and carrier partners to deliver tailored insurance solutions, exceptional service, and proactive risk guidance that creates lasting value.
This is more than managing insurance programs, it’s about building trusted relationships, solving complex challenges, and helping clients move forward with confidence. In return, you’ll join a collaborative team where integrity, continuous learning, and professional growth are part of The Gallagher Way.
How you'll make an impact
- Build and strengthen relationships with High-Net-Worth clients by delivering responsive, consultative service and anticipating evolving insurance needs.
- Conduct comprehensive annual coverage reviews, providing strategic recommendations that help clients protect their assets and lifestyles with confidence.
- Identify opportunities to expand client programs through additional insurance solutions, coverage enhancements, and thoughtful risk management guidance.
- Support revenue growth by cultivating referrals and fostering strong relationships with clients and centers of influence.
- Lead the renewal process from planning through implementation, ensuring timely, tailored solutions that align with each client's unique goals and exposures.
- Collaborate with Producers to design, market, and execute insurance strategies that deliver value and exceptional client outcomes.
- Maintain strong carrier relationships and leverage market expertise to secure competitive coverage options and advocate effectively on behalf of clients.
- Stay informed on industry trends, carrier appetites, and emerging risks to provide knowledgeable counsel and strategic recommendations.
- Mentor and support Client Service Managers and Associates, sharing expertise and encouraging continuous professional development.
- Promote operational excellence by maintaining accurate client and policy information, following established service standards, and leveraging shared resources to enhance efficiency.
- Conduct quality reviews and audits to help ensure compliance, consistency, and a best-in-class client experience.
- Contribute to a collaborative, people-first culture where teamwork, knowledge sharing, and exceptional service help drive success for clients and colleagues alike.
- #LI-WR1
About You
Required:
- Bachelor's degree and 5+ years of client service and/or claims management experience, or High School diploma/GED and 10+ years of relevant experience.
- 1+ years of supervisory or leadership experience.
- Appropriate licensing as required.
Preferred:
- Insurance industry experience, particularly in personal lines or Private Client services.
- Experience managing client relationships and working with complex accounts.
- Strong financial and analytical skills.
What makes you successful in this role:
- You build strong relationships and deliver outstanding client service.
- You communicate confidently and effectively with clients, carriers, and colleagues.
- You thrive in a fast-paced environment and can manage competing priorities.
- You identify opportunities to enhance coverage, improve client outcomes, and support business growth.
- You bring strong attention to detail and maintain a high standard of accuracy.
- You enjoy collaborating with others and sharing your knowledge.
- You have a growth mindset, intellectual curiosity, and a commitment to continuous learning.
- You lead with integrity and are passionate about doing business The Gallagher Way.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Qualifications:Required:
- Bachelor's degree and 5+ years of client service and/or claims management experience, or High School diploma/GED and 10+ years of relevant experience.
- 1+ years of supervisory or leadership experience.
- Appropriate licensing as required.
Preferred:
- Insurance industry experience, particularly in personal lines or Private Client services.
- Experience managing client relationships and working with complex accounts.
- Strong financial and analytical skills.
What makes you successful in this role:
- You build strong relationships and deliver outstanding client service.
- You communicate confidently and effectively with clients, carriers, and colleagues.
- You thrive in a fast-paced environment and can manage competing priorities.
- You identify opportunities to enhance coverage, improve client outcomes, and support business growth.
- You bring strong attention to detail and maintain a high standard of accuracy.
- You enjoy collaborating with others and sharing your knowledge.
- You have a growth mindset, intellectual curiosity, and a commitment to continuous learning.
- You lead with integrity and are passionate about doing business The Gallagher Way.
What Arthur J. Gallagher & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Arthur J. Gallagher
Sourced by ZipRecruiter
Industry
Insurance services
Company size
10,000+ Employees
Headquarters location
Rolling Meadows, IL, US
Year founded
1927