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Private Client Associate Jobs in Hawaii (NOW HIRING)

KMH

Client Advisory Services Associate

Honolulu, HI · On-site

$66K/yr

Client Advisory Services Associate We are looking for an Associate to join KMH Solutions. Through ... private accounting. Benefits: * Salary starting at $66,000 per year * 4 weeks paid time off

KMH LLP

Client Advisory Services Associate

Honolulu, HI · On-site

$66K/yr

Client Advisory Services Associate We are looking for an Associate to join KMH Solutions. Through ... private accounting. Benefits: * Salary starting at $66,000 per year * 4 weeks paid time off

Deloitte

Tax Senior - Private Wealth

Honolulu, HI

$80K - $99K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

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Private Client Associate information

See Hawaii salary details

$30.7K

$55.2K

$100.6K

How much do private client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for private client associate in Hawaii is $55,165.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,124.00 and $69,894.00 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
Client Advisory Services Associate

Client Advisory Services Associate

KMH

Honolulu, HI • On-site

$66K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Client Advisory Services Associate

We are looking for an Associate to join KMH Solutions. Through the services that we offer our clients including, client accounting and advisory services, litigation consulting, and business process improvement, KMH Solutions provides opportunities for you to develop and grow in a rewarding consulting environment that is focused on helping Hawaii-based organizations solve their business problems.

General responsibilities include, but are not limited to the following:

  • Performs assigned tasks in the technical areas of an engagement or project to assist in providing accounting and advisory services to clients in a variety of industries.
  • Contributes to engagement planning and project management to ensure that services and delivered products meet client expectations and KMH firm standards.

Qualifications:

  • Strong problem solving and analytical skills.
  • Willing and able to learn new skills and concepts.
  • Strong interpersonal and communication skills, both written and verbal.
  • Able to work both independently and collaboratively with a team.
  • Understanding of accounting principles and practices.
  • Proficient in Microsoft Office Suite applications.
  • Familiarity with QuickBooks, Sage Intacct, or other accounting software, a plus.

Education and Experience Required:

  • Bachelor's or master's degree in accounting; or 24 semester hours of accounting classes or commensurate experience.
  • 0-2 years of experience in public or private accounting.

Benefits:

  • Salary starting at $66,000 per year
  • 4 weeks paid time off
  • Hybrid work schedule
  • Medical, dental and vision insurance
  • 401(k) plan
  • Reimbursement for CPA Exam Review courses and exam fees

Applicants should submit the following:

  • Resume
  • Unofficial transcript

Apply