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Private Client Associate Jobs in Michigan (NOW HIRING)

Harper Associates

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Private Chef

Birmingham, MI · On-site

$120K - $175K/yr

... Associates We are seeking a dedicated and talented Chef to join the household team in a private ... Ability to adapt to new techniques, recipes, client preferences and requests. Passion for Culinary ...

Harper Associates

Private Chef

Birmingham, MI

... Associates We are seeking a dedicated and talented Chef to join the household team in a private ... Ability to adapt to new techniques, recipes, client preferences and requests. Passion for Culinary ...

Harper Associates

Private Chef

Birmingham, MI

... Associates We are seeking a dedicated and talented Chef to join the household team in a private ... Ability to adapt to new techniques, recipes, client preferences and requests. Passion for Culinary ...

BDO

Partnership Manager, Tax

Troy, MI

$105.50K - $138.30K/yr

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Five (5) plus years of public accounting experience working in the private client area, i.e ...

BDO USA

Partnership Manager, Tax

Troy, MI · On-site

$105.50K - $138.30K/yr

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Five (5) plus years of public accounting experience working in the private client area, i.e ...

BDO

Partnership Manager, Tax

Troy, MI · On-site

$105.50K - $138.30K/yr

Supervises associates and senior associates on all projects * Reviews work prepared by associates ... Five (5) plus years of public accounting experience working in the private client area, i.e ...

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Private Client Associate information

See Michigan salary details

$25.5K

$45.7K

$83.4K

How much do private client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for private client associate in Michigan is $45,744.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,614.00 and $57,959.00 per year, depending on experience, location, and employer.

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.

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 popular job titles related to Private Client Associate jobs in Michigan? For Private Client Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Michigan look for? The top searched job categories for Private Client Associate jobs in Michigan are:
Private Client Associate jobs near you
J.P. Morgan Wealth Management - Private Client Investment Associate - Harper Woods, MI

J.P. Morgan Wealth Management - Private Client Investment Associate - Harper Woods, MI

JPMorgan Chase & Co.

Harper Woods, MI • On-site

$13 - $18/hr

Full-time

Medical, Retirement

Posted 22 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 467 frontline employees who took The Breakroom Quiz

47th of 141 rated banks

Job description

Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
  • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture

Required qualifications, capabilities, and skills
  • A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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