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Private Client Associate Jobs in Virginia (NOW HIRING)

First Horizon

Relationship Banker

Hardy, VA · On-site

$18.25 - $23.75/hr

... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...

First Horizon Bank

Relationship Banker

Hardy, VA · On-site

$18.25 - $23.75/hr

... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...

First Horizon Bank

Relationship Banker

Hardy, VA

$18.25 - $23.75/hr

... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...

5 Legal

Corporate Associate

Tysons Corner, VA · On-site

... Private Equity Practice Group. Ideal candidates must have 6-8 years of M&A experience. Skills ... and client relationships, supervising junior associates and handling day to day demands on a ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Virginia

Private Client Associate information

See Virginia salary details

$28.2K

$50.7K

$92.4K

How much do private client associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for private client associate in Virginia is $50,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,011.00 and $64,187.00 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
Client Reporting and Accounting Associate

Client Reporting and Accounting Associate

CornerStone Partners

Charlottesville, VA • On-site

$90K - $105K/yr

Full-time

Medical, Life, Retirement

Re-posted 17 days ago

Job description

Job Summary
As part of CornerStone’s collaborative Client Operations & Accounting Team, the Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment portfolios through performance reporting, financial analysis, and client service. This position is ideal for accounting or finance professionals who want to apply their technical accounting skills while developing expertise in investment reporting and portfolio analytics. The role provides exposure to a wide range of investment operations activities including portfolio performance analysis, private equity reporting, risk and liquidity monitoring, and investment-related audit and tax support.
The Associate will work closely with colleagues across client accounting and reporting, operations, and investment teams to deliver high-quality reporting and analytical support to nonprofit clients who rely on their investment portfolios to fund their missions.
The successful candidate is accountable, adaptable, detail-oriented, collaborative, and intellectually curious.
This is a full-time position with a starting salary range of $90,000 – $105,000. Benefits include an annual bonus and a generous benefits package including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution. This position requires the candidate to spend a minimum of two days per week in CornerStone’s Charlottesville office, with additional time in the office during the initial training period.
Core Responsibilities
Following training, the Associate will contribute across a range of reporting, analytical, and operational activities including:
Investment Reporting & Portfolio Analysis
  • Preparation of monthly and quarterly client portfolio reports
  • Calculation and review of investment performance returns and related metrics
  • Performance attribution analysis and reporting
  • Portfolio-level risk and exposure analysis
  • Portfolio liquidity monitoring and cash flow analysis
Investment Accounting & Data Management
  • Review of accounting and performance data provided by client custodians
  • Private equity investment account reconciliations and performance tracking
  • Maintenance of investment performance and analytical platforms
Client Service & Operational Support
  • Investment-related client audit and tax support
  • Investment transaction management and other portfolio administration functions
  • Collaboration with client service teams and external service providers
  • Special projects including analytical support for team members and ad hoc client analyses
Required Skills/Abilities
  • Strong accounting and analytical skills with the ability to interpret and organize large volumes of financial information
  • Exceptional attention to detail and ability to work with precision
  • Excellent client service mindset with an aptitude for working directly with clients and their service providers
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines
  • Advanced skills in Excel, PowerPoint, and Word
  •  Ability to work both independently and collaboratively in a team environment
Preferred Skills/Abilities
  • Understanding of nonprofit accounting and taxation
  • Experience or interest in the investment industry, portfolio reporting, or financial analysis
  • Experience with data analytics, data manipulation, or APIs
Experience & Education
  • Minimum of 2 years of professional experience
  • Bachelor’s degree required (BA or BS)
  • CPA, CFA, or other technical certifications are helpful but not required
  • Candidates with experience in the following roles may be well suited for this position:
    • Investment Performance Analyst
    • Investment Operations Analyst
    • Fund Accountant
    • Public Accounting Associate interested in transitioning into investment reporting or analytics
CornerStone Partners
CornerStone, based in Charlottesville, Virginia, serves as the outsourced investment manager (OCIO) for nonprofit organizations. Our clients rely on the returns generated by their investment portfolios to support missions in areas such as health, education, conservation, and community development. CornerStone manages the full investment program for our clients, including portfolio oversight, investment reporting, and operational administration. The firm manages approximately $29.3 billion (as of 12/31/2025) and has 36 employees. CornerStone is a dynamic, growth-oriented firm committed to developing a diverse and equitable workforce.
To Apply
Please submit a resume and cover letter by visiting our Careers page: www.cstonellc.com/careers
Applications will be reviewed as they are received, and interviews will continue until the position is filled. CornerStone is not able to sponsor employees who would require a visa to work in the U.S.
Contact Susan Holtzman, HR Manager, with any questions about the position or to learn more about CornerStone Partners at: careers@cstonellc.com

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