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Private Client Associate Jobs in New York (NOW HIRING)

EPIC Brokers

Private Client Associate

Melville, NY · On-site

$33.34 - $41.03/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Associate

Melville, NY

$33.34 - $41.03/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Relationship Manager

Melville, NY · Hybrid

$115/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Provide mentorship and leadership to Private Client Associates * Develop cooperative and professional relationships with our carriers. * Manage renewal activity from start to close. * Deliver ...

EPIC Brokers

Private Client Relationship Manager

Melville, NY · On-site

$115/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Provide mentorship and leadership to Private Client Associates * Develop cooperative and professional relationships with our carriers. * Manage renewal activity from start to close. * Deliver ...

EPIC Brokers

Private Client Insurance Associate

Jersey City, NJ · On-site

$33.34 - $41.03/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Insurance Associate

Summit, NJ · On-site

$33.34 - $41.03/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Insurance Associate

Summit, NJ · On-site

$33.34 - $41.03/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

Keybank

Assoc. Private Client Advisor

Pearl River, NY

$62K/yr

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

KeyBank

Assoc. Private Client Advisor

Pearl River, NY · On-site

$62K/yr

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of ...

Nb

Client Associate

New York, NY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of ...

Neuberger Berman

Client Associate

New York, NY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of ...

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Private Client Associate information

See New York salary details

$31.7K

$56.9K

$103.9K

How much do private client associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for private client associate in New York is $56,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,357.00 and $72,155.00 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.

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

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

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

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

What cities in New York are hiring for Private Client Associate jobs?

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Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $56,949 per year, or $27.4 per hour.

Private Client Associate

EPIC Brokers

Melville, NY • On-site

$33.34 - $41.03/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
JOB OVERVIEW:
The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients.
RESPONSIBILITES:
  • Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.
  • Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner.
  • Develop a strong working knowledge of our carrier's websites and utilize the sites to secure accurate and timely information for our clients.
  • Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
  • Assume ownership of problems until the resolution is successfully accomplished.
  • Work as a team and contribute to the team effort by openly sharing insurance knowledge.
  • Become a student of the business. Seek insurance knowledge through training and education.

EDUCATION AND EXPERIENCE
  • College graduate or experience equivalent
  • P&C Insurance License required / Can be obtained once hired

SKILLS AND ABILITIES
  • Articulate, strong oral and written communication skills.
  • Strong problem-solving skills.
  • Ability to work independently and within a team environment.
  • Accepts full ownership of issue and follows through to completion.
  • Must be accurate, detailed and thorough.
  • Strong organizational and time management skills.
  • Independent user of technology.

COMPENSATION:
Non-Exempt: The hourly pay range for this position is $33.34 - $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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