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Private Client Associate Jobs in Georgia (NOW HIRING)

First Citizens Bank

Private Banker

Alpharetta, GA

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to ... Provides guidance to less experienced associates in the work group and assist with special projects ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Georgia

Private Client Associate information

See Georgia salary details

$22.6K

$40.5K

$73.9K

How much do private client associate jobs pay per year?

As of Jun 23, 2026, the average yearly pay for private client associate in Georgia is $40,529.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,010.00 and $51,351.00 per year, depending on experience, location, and employer.

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

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.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
What are popular job titles related to Private Client Associate jobs in Georgia? For Private Client Associate jobs in Georgia, the most frequently searched job titles are:
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What cities in Georgia are hiring for Private Client Associate jobs? Cities in Georgia with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Georgia as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,529 per year, or $19.5 per hour.

Associate Director, Private Wealth Client Services

Cresset

Atlanta, GA • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

Job description

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.


We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.


Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.


Job Description

Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.


Key Responsibilities

  • Manage client relationships on multi-custodial platforms
  • Serve as a primary lead for client onboarding, investment implementation, and private banking services
  • Create and implement customized onboarding experience for high net-worth clients
  • Transfer and reconcile assets from contra firms
  • Implement new investment strategies and hire managers as directed by advisor
  • Prepare client subscription and redemption documents related to alternative investments
  • Manage client billing (assign attributes, start/end dates, raising cash)
  • Assist with client inquiries regarding inflow and outflows
  • Establish lines of credit/margin
  • Establish 529 accounts
  • Manage client donor advised/charitable distributions
  • Attend quarterly client portfolio review meetings as needed (FO)
  • Serve as a liaison between Cresset and client CPA’s and attorneys (FO)
  • Manage tax document facilitation with client CPA’s (FO)
  • Identify new technology and opportunities to enhance client experience and promote internal scalability


Qualifications

  • Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience
  • 5+ plus years’ financial services experience working with ultra-high net worth clients
  • Knowledge of Fidelity and Schwab custodial platforms a plus
  • Operate in a dynamic and fast-paced environment is essential
  • Approach problems with creativity, innovation, and tenacity
  • Possess a strong sense of urgency
  • Think strategically and operate independently
  • Multitask to successfully manage multiple assignments simultaneously
  • Evaluate and prioritize tasks to meet deadlines
  • Organize and create structure for client relationships
  • Collaborate and provide meaningful input to the team
  • Adapt, improvise, and overcome challenges
  • Quickly and efficiently process and absorb information
  • Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task
  • Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
  • Proactively approach problem solving with strong decision-making capability
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Excellent communication skills, both written and verbal
  • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,
  • PowerPoint and Outlook


What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.


Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.


*Disclosures related to awards, recognitions, and rankings available here.


Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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