ZipRecruiter

Log In

1

Private Client Associate Jobs in Florida (NOW HIRING)

previous page

Showing results 41-60

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Florida

Private Client Associate information

See Florida salary details

$23.1K

$41.5K

$75.7K

How much do private client associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for private client associate in Florida is $41,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,677.00 and $52,575.00 per year, depending on experience, location, and employer.

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.

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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Florida?

For Private Client Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Florida look for?

The top searched job categories for Private Client Associate jobs in Florida are:

What cities in Florida are hiring for Private Client Associate jobs?

Cities in Florida with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Florida as of September 2026, with employment types broken down into 83% Full Time, 12% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $41,495 per year, or $19.9 per hour.

Account Manager, Private Client Group

Orlando, FL

Unison Risk Advisors
See more jobs at Unison Risk Advisorsexternal

Full-time

Posted 15 days ago

Job description

Account Manager, Private Client Group– Job Description

Position Summary

The Account Manager supports the Private Client Group by delivering high-quality operational and service support in partnership with Account Executives. This role is primarily responsible for ensuring accuracy, efficiency, and consistency across client accounts while maintaining strong internal processes and select client interactions. The position is operational and hands-on, contributing directly to client service excellence and supporting team and organizational goals.

Key Responsibilities

Functional Leadership & Ownership

·       Owns day-to-day management of assigned accounts and associated operational workflows.

·       Acts as a subject matter support resource for internal processes and account handling.

·       Partners with Account Executives and team members to align service delivery with client needs.

Hands-On Execution & Delivery

·       Processes endorsements, renewals, and carrier transactions with high accuracy.

·       Maintains agency management systems and ensures data integrity.

·       Prepares renewal applications and conducts pre-renewal reviews or account audits.

·       Supports invoicing processes including agency-billed and carrier-billed transactions.

Reporting, Quality & Operational Support

·       Reviews documentation thoroughly and documents all account activity per standards.

·       Monitors downloads and data flows to ensure system accuracy.

·       Resolves discrepancies with carriers and supports underwriting processes.

·       Maintains complete and accurate client and policy records.

Cross-Functional Partnership & Integration

·       Collaborates with internal teams and carrier partners to ensure seamless service delivery.

·       Communicates with underwriters to resolve issues and support appropriate outcomes.

·       Supports billing inquiries, client requests, and administrative needs.

·       Provides backup support to team members as needed.

Growth, Change & Special Initiatives

·       Supports remarketing efforts and comparative rating initiatives.

·       Participates in special projects and process enhancements.

·       Assists in scaling operations through consistent execution and support.

Process Improvement & Best Practices

·       Identifies opportunities to improve workflows and efficiency.

·       Maintains confidentiality of client and company information.

·       Leverages systems and tools effectively to enhance service delivery.

Accountability

·       Delivering accurate, timely, and high-quality account service outcomes.

·       Maintaining data integrity and operational consistency across systems.

·       Supporting effective client service and team collaboration.

·       Managing workload priorities and meeting deadlines in a fast-paced environment.

·       Demonstrating ownership, professionalism, and sound judgment.

Qualifications

Required

·       1+ year of experience in customer service or similar role within insurance, risk management, or financial services.

·       Property & Casualty license or ability to obtain within a defined timeframe.

·       Strong technical and computer skills.

·       Proficiency in Microsoft Office (Outlook, Excel, Word).

Preferred

·       Prior experience in a property & casualty insurance environment.

·       Associate’s degree or relevant coursework.

Key Competencies

·       Ownership & Accountability

·       Attention to Detail

·       Time Management & Organization

·       Communication Skills

·       Collaboration & Teamwork

·       Adaptability & Responsiveness

·       Client Service Orientation

Employment Type: FULL_TIME

Apply