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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

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 · On-site

$33.34 - $41.03/hr

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

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

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 · 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 ...

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

Client Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Associate The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a ...

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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 6, 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.

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 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.
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? Cities in New York with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in New York as of July 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

The Bank of Missouri

Breezy Point, NY • On-site

Full-time

Retirement, PTO

Re-posted 18 hours ago

Job description

Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we've endured many events, like the Great Depression and two World Wars. We've survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We've built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
Here are some of the great benefits you will enjoy as a member of our team:
  • Competitive Salary
  • Personal paid time off, as eligible
  • 401K and Employee Stock Option Plan, as eligible
  • Fitness reimbursement
  • Learning, development and growth opportunities

About this job:
The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions. The PCA is responsible for understanding customer needs, providing clear and reliable information, and proactively identifying opportunities to connect customers with products and services that support their financial goals.
In addition to transactional responsibilities, this role contributes to a positive and efficient branch environment by maintaining operational accuracy, ensuring compliance with bank policies and regulatory requirements, and supporting overall branch performance. The ideal candidate demonstrates strong communication skills, attention to detail, and a commitment to delivering a high-quality, relationship-focused customer experience.
The PCA position also plays a vital role in delivering exceptional customer service and providing basic banking services. This role serves as the primary point of contact for customers, building rapport, accurately processing financial requests, and proactively identifying opportunities to connect customers with solutions that meet their financial needs.
As a Private Client Associate you will:
  • Uphold the bank's boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
  • Provide exceptional customer service.
  • Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
  • Proactively identify opportunities to cross sell or refer appropriate banking products and services.
  • Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
  • Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
  • Efficiently and accurately process a wide range of financial transactions.
  • Assist with branch opening and closing procedures including securing cash and official documents.
  • Onboarding of deposit accounts
  • Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
  • Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).

Qualifications for Success:
  • Required Qualifications:
    • High School Diploma or GED equivalent.
    • Strong interpersonal and communication skills, (verbal and written) with the ability to clearly articulate information.
    • A strong customer-focused attitude and a genuine desire to assist others.
    • Ability to manage multiple tasks simultaneously.
    • High level of integrity, trustworthiness, and discretion with sensitive information.
    • Ability to work flexible hours, including some Saturdays, as required by branch operations.
    • Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
  • Preferred Qualifications:
    • Basic understanding of financial concepts and personal banking.
    • Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard The Bank of Missouri is an Equal Opportunity Employer

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