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Private Client Associate Jobs in Rhode Island (NOW HIRING)

Bryant Associates, Inc

PROJECT SURVEYOR II

Lincoln, RI · On-site

$46 - $52/hr

As a Project Surveyor (II), you will be an integral part of Bryant Associates Land Survey ... Observes company and client safety requirements EDUCATION and/or EXPERIENCE * High School Diploma ...

Soteria Reinsurance Ltd.

Plan Consultant

Smithfield, RI · On-site

$95 - $125/hr

We also complete the contract (Service Agreement) between the client and Fidelity. During this ... We are a privately held company that places a high degree of value in creating and nurturing a work ...

New

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... teams to drive client retention and business development, while mentoring associates ... private banking and/or trust field * Knowledge of fiduciary and financial products and services ...

New

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... teams to drive client retention and business development, while mentoring associates ... private banking and/or trust field * Knowledge of fiduciary and financial products and services ...

New

Zuzick & Associates

Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...

Zuzick & Associates

Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...

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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 Aug 7, 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.

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 job categories do people searching Private Client Associate jobs in Rhode Island look for? The top searched job categories for Private Client Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Private Client Associate jobs? Cities in Rhode Island with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Rhode Island 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 $52,042 per year, or $25 per hour.

(IMMEDIATE HIRE) RETAIL RESET MERCHANDISER (PART-TIME)

CROSSMARK1

Cranston, RI • On-site

Part-time

Re-posted 15 days ago

Job description

Company Description

CROSSMARK is a leading sales and marketing services company in the consumer goods industry that expertly guides our clients along "The Way to Market" by delivering growth solutions with exceptional service. Our expertise spans the grocery, mass, club, drug, convenience store, and home improvement channels among others, and our solutions bolster our clients' capabilities for developing best practices, insight analysis, and customer targeting that always hit the mark.

We do this by excelling in four key areas - headquarter selling, retail merchandising, store level marketing, and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 20,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation.

Equal Opportunity Employer

Job Description

To all you incredibly talented, challenge seekers, dare-to dreamers, early to rise in the morning go-getters, outside-of-the-box thinkers, experience-driven trendsetters, and creative brainstorming doodlers, we just have four words: We're looking for you.

CROSSMARK is looking for creative, social team members that want the opportunity to work with major retail vendors to help create lasting impressions on our customers.  Retail Merchandising Representatives are responsible for quality performance of retail tasks and objectives to achieve superior results for CROSSMARK'S clients and customers.

Responsibilities:

  • Essential Duties and Responsibilities: 
  • Schedules tasks on weekly basis to meet execution objectives 
  • Executes retail merchandising tasks as scheduled 
  • Performs stores/tasks in efficient/cost effective manner 
  • Accurately reports all completed retail tasks via the appropriate designated systems on the day the work is performed. 
  • Communicates effectively with store personnel regarding tasks, sales activities, promotions, and client/sales plan objectives 
  • Completes required training and certification programs. 
  • Engage every work day with CROSSMARK'S communication tools for the purpose of accurately planning, reporting, and reviewing work. 
  • Ability to implement retail schematics and merchandising materials as assigned. 
  • Flexibility to participate in team scheduled tasks and clients work-withs. 
  • Dedicated to providing excellent customer service and to develop a professional working relationship with store management, associates and other merchandising companies to effectively meet company and client objectives. 
  • Insures proper maintenance on all company equipment. 
  • Follows company policies, procedures, and position responsibilities. 
  • This role is not expected to exceed more than 24 hours per week, although the company does maintain the discretion to change the role based on the needs of the business and/or the client. 

Note: This job description does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as directed by management.



Qualifications

Must be 18 or older

MUST have personal transportation

Reset and plan-o-gram experience REQUIRED

Must have daily access to a computer with internet connection

Additional Information

Why is this position for you?

Permanent Part time (Looking for supplemental income? This is it!)

Primarily week days 8am-5pm

Flexible schedule (You decide. Commit to events that work with YOUR schedule.)

Paid training

Apply