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Private Client Associate Jobs in Washington (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Rockville, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Alexandria, VA · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Rockville, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Bowie, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Laurel, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

College Park, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Laurel, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Washington

Private Client Associate information

See Washington salary details

$31.1K

$55.9K

$102K

How much do private client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for private client associate in Washington is $55,928.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,651.00 and $70,861.00 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 are popular job titles related to Private Client Associate jobs in Washington? For Private Client Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Washington look for? The top searched job categories for Private Client Associate jobs in Washington are:
What cities in Washington are hiring for Private Client Associate jobs? Cities in Washington with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Washington 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 $55,928 per year, or $26.9 per hour.

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Bethesda, MD • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 5 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.