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Private Client Associate Jobs in Ohio (NOW HIRING)

Robert Half

Client Services Associate

Cincinnati, OH · On-site

$95K - $100K/yr

We are looking for a detail-oriented Client Services Associate to support individuals and families ... Handle private client and financial information with sound judgment, discretion, and a high ...

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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 Jul 19, 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 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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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
Private Client Associate - Private Banking COL

Private Client Associate - Private Banking COL

WesBanco Bank Inc.

Columbus, OH • On-site

$13 - $17.75/hr

Other

This job post has expired today. Applications are no longer accepted.

WesBanco rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

98th of 149 rated banks

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.

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

Customer service experience required.

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