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Private Client Associate Jobs in Rhode Island (NOW HIRING)

TIAA

Wealth Advisor

Providence, RI

$80K - $95K/yr

Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Strategic Employment

Audit Senior

Warwick, RI · Hybrid

Our client is a respected and growing CPA firm based in Warwick, RI, offering audit, tax, and ... Team of 5 Partners, 4 Managers/Supervisors, and 10-15 Associates (actively growing at all levels!

CROSSMARK1

RETAIL REP-PT( 2016-42895)

Bristol, RI · On-site

$16.25 - $21/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

RETAIL REP-PT( 2016-42813)

Warwick, RI · On-site

$15.50 - $20/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Rhode Island

Private Client Associate information

See Rhode Island salary details

$29K

$52K

$94.9K

How much do private client associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for private client associate in Rhode Island is $52,042.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,966.00 and $65,938.00 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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Private Client Associate jobs near you
Mid-Level Commercial Litigation Associate (RI)

Mid-Level Commercial Litigation Associate (RI)

Partridge Snow & Hahn LLP

Providence, RI

Other

Medical, Dental, Vision, Life, Retirement

Posted 29 days ago

Job description

Description

Partridge Snow & Hahn LLP, a sophisticated business and litigation law firm, is seeking a mid-level commercial litigation associate to join its litigation team. The successful candidate will be based in Providence, Rhode Island. This position will have the opportunity to undertake substantial responsibility and work with respected attorneys who litigate matters of critical importance, including some of the most challenging cases in Rhode Island.


Minimum Qualifications:

  •  3-6 years' experience in litigation.
  • Admission to the Rhode Island Bar.      
  • Juris Doctorate from an accredited law school with strong academic credentials. 
  • Strong research, drafting, writing, and communication skills.
  • Eagerness to develop an active trial practice and take ownership of matters.
  • Comfortable engaging with colleagues in frank and open discussions regarding best approaches for achieving client goals. 
  • Ability to work on urgent matters in a timely fashion.
  • Ambition to pursue a successful long-term career in private practice.

Ideal Qualifications:

  • Judicial Clerkship.
  • Admission to the Massachusetts bar.
  • Experience in a litigation practice of a peer firm.
  • 3- 6 years' experience representing a range of clients in complex corporate and commercial disputes.

  Professional Development and Benefits:

  • Health, dental, vision, 401(k), life insurance, disability insurance, and expense budget.
  • Opportunity to obtain high-quality experience from our team of respect commercial litigators known for effectively preparing and trying cases in court. 
  • Partnership-track position for motivated and successful candidates.
  • High level of case/matter responsibility, interaction with opposing counsel and interaction with sophisticated client base consisting of both local businesses and larger enterprises with a national presence. 
  • Writing, speaking, and networking opportunities.
  • Annual business development and education allowance.

How to apply:

 If you are interested, please apply through our website: www.psh.com. All submissions are confidential.  


Search firms and placement agencies:

Search firms and placement agencies that have a current signed fee agreement in place with Partridge Snow & Hahn LLP may submit candidates for this position. We will not accept candidate submissions from search firms without a current agreement in place. If you represent a search firm or placement agency and would like to work with Partridge Snow & Hahn LLP, please contact us at recruiting@psh.com to learn more.


Partridge Snow & Hahn LLP is an EEO employer.

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