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Private Client Associate Jobs in Ohio (NOW HIRING)

UBS

Client Service Associate

Cincinnati, OH · On-site

$14 - $19.25/hr

The Ellis Group is a Private Wealth Management team that works with a smaller number of high-net ... The Ellis Group is looking for a Client Associate to help with the day-to-day servicing of client ...

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Private Client Associate information

See Ohio salary details

$26.5K

$47.6K

$86.8K

How much do private client associate jobs pay per year?

As of Jun 29, 2026, the average yearly pay for private client associate in Ohio is $47,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,908.00 and $60,332.00 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 Ohio? For Private Client Associate jobs in Ohio, the most frequently searched job titles are:
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What cities in Ohio are hiring for Private Client Associate jobs? Cities in Ohio with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Ohio as of June 2026, with employment types broken down into 4% As Needed, 86% Full Time, 8% Part Time, and 2% Contract. Highlights an 94% In-person, 4% Hybrid, and 2% Remote job distribution, with an average salary of $47,617 per year, or $22.9 per hour.
Private Client Associate - Private Banking COL - Columbus, OH

Private Client Associate - Private Banking COL - Columbus, OH

WesBanco Bank Inc.

Columbus, OH • On-site

Other

Posted 19 days ago

Key responsibilities

  • Handles all incoming requests for service for customers.

  • Inputs consumer and commercial loan requests and assists with account origination and loan documentation.

  • Completes deposit account opening and closing process and services client needs related to loan and deposit account issues and electronic banking.

WesBanco rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

92nd of 142 rated banks

Job description

Back Private Client Associate - Private Banking COL #31-9339 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location

This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH.

Market Columbus Work Hours per Week 37.5 Requirements

Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required.

Customer service experience required.

Job Description

SUMMARY:

The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks.

CUSTOMER SERVICE SKILLS:

Must have strong interpersonal and communication skills.

Ability to handle difficult and sensitive business situations.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Ability to multi-task throughout the work day.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills.

Must be attentive to detail.

Ability to interact professionally with Bank employees, business partners, customers and prospects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Handles all incoming requests for service for customers.

Provides phone back-up when bankers are out on sales calls.

Maintains familiarity with Private Banking product offerings.

Inputs consumer and commercial loan requests.

Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.

Assists in the credit renewal process, including monitoring future maturities and line exception reports.

Completes deposit account opening and closing process.

Services client needs as it relates to loan and deposit account issues and electronic banking.

Coordinates and prepares marketing and account review materials.

OTHER REQUIREMENTS:

Ability to acquire knowledge of core lending and deposit products and systems.

Must have ability to develop fundamental understanding of Bank services and operations.

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.

Ability to provide common sense understanding to carry out detailed written and verbal directions.

Proficient in Microsoft Office products including Outlook, Word and PowerPoint.

Ability to become proficient in various other systems.

Ability to maintain confidentiality.

Must possess strong organization and planning skills.

Must be self-motivated.

Excellent team player.

Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

What WesBanco employees say

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