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Private Client Associate Jobs in Boca Raton, FL (NOW HIRING)

... associates in concert with management and corporate training department teams. * Possesses and maintains thorough knowledge of our fleet/vehicles and Private Client/VIP, and insurance products.

... associates in concert with management and corporate training department teams. * Possesses and maintains thorough knowledge of our fleet/vehicles and Private Client/VIP, and insurance products.

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Provides guidance to less experienced associates in the work group and assist with special projects ...

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Provides guidance to less experienced associates in the work group and assist with special projects ...

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

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Private Client Associate information

See Boca Raton, FL salary details

$27.6K

$49.6K

$90.5K

How much do private client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for private client associate in Boca Raton, FL is $49,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,286.00 and $62,857.00 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.
What are popular job titles related to Private Client Associate jobs in Boca Raton, FL? For Private Client Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Boca Raton, FL look for? The top searched job categories for Private Client Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Private Client Associate jobs? Cities near Boca Raton, FL with the most Private Client Associate job openings:
Reservations Specialist

Reservations Specialist

Go Rentals

Fort Lauderdale, FL • On-site

$20/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Go Rentals rating

6.1

Company rating: 6.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

129th of 148 rated vehicle equipment hire


Job description

Reservations Specialist

Florida Regional Office - Fort Lauderdale, FL 33309

Overview

Salary Range $20.00 - $20.00 Hourly Position Type Full Time Job Shift Any Education Level High School Travel Percentage None

Description

This is a call/center, telephone based guest services position. This person will assist our Private Client/VIP Service's management team by providing 5-Star guest services to our many Private Client/VIP guests across the country. This role includes making reservations, sales/upgrading, handling difficult situations and helping to accommodate different type of guests and rental requests. This individual is accountable for fulfilling Private Client/VIP Services sales goals and service standards, and profitability goals. The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

Responsibilities include, but are not limited to the following:

  • Assists our Private Clients acting as a liaison between insurance companies, body shops and rental branches.
  • Grows and expands "VIP Services" base of business by building and maintaining rapport with key contacts; identifying new opportunities; delivering exemplary service; driving sales.
  • Anchors the Call Center and responds to all inquiries, book reservations in concert with field locations, provide service execution for reservations booked.
  • Ensures each and every guest has an exceptional experience as it relates to Go Rentals.
  • Answers incoming guest telephone calls in a courteous and professional manner.
  • Follows-up with leads by calling and emailing guest throughout the day.
  • Possesses and maintains thorough knowledge of the Private Client/VIP rental and aviation or hospitality industry as assigned.
  • Negotiates rental contracts with Private Client/VIP guests.
  • Responds to and investigates Private Client/VIP guests' inquiries, concerns, and issues via phone, fax, mail, and e-mail in a timely and courteous manner.
  • Assists all Private Client/VIP guests with inquiries and concerns in a professional and friendly manner both on the telephone and in person.
  • Understands and communicates information regarding Go Rentals products, services, and policies to new and existing clients.
  • Provides training and support to their respective associates in concert with management and corporate training department teams.
  • Possesses and maintains thorough knowledge of our fleet/vehicles and Private Client/VIP, and insurance products.
  • Researches Private Client/VIP guests and offers upgraded vehicles.
  • Creates and builds enduring relationships with teammates, Private Client/VIP guests, insurance companies and body shops.
  • Communicates with all levels of Go Rentals employees regarding inventory, availability, and preparedness for upcoming guest rentals.
  • Creates and builds enduring relationships with teammates, Private Client/VIP guests, and potential PrivateClient/VIP guests; interacting to be a positive influence on morale.
  • Actively interacts with past, current and future Go Private Client/VIP guests as they are presented.
  • Any other duties as directed
Full-Time Employee Company Benefits

• Medical employer contribution • Dental Low and Vision paid 100% by employer • $25,000.00 Basic Employee Life/AD&D Insurance for individual employees Short- & Long-Term Disability Insurance (for those in states where it is not offered) for individual employees • Employee Assistance Program • Estate Planning Assistance: Will Prep, Living Trust, Healthcare Directives, Power of Attorney • Identity Theft Assistance Services • Travel Assistance through Mutual of Omaha • COVID19 Resources (telehealth, mental health benefits and testing) • Pharmacy Discount Programs through CVS & Good RX • Health Support Programs for Maternity, Gym & Health Coaching, Natural Products & Services • 401(k) Retirement Program • 2 Weeks accrued Vacation with cash out program after 1st year • Generous Sick and Safe accrued time off program • Paid Holidays • Paid Birthday off • Cell Phone Pay of $40.00 a Month for hourly employees • $1,000.00 Referral Bonus Program for hourly employees • Employee Discounts for Auto Rentals (Friends & Family) • Employee Wholesale Auto Purchase Program • Perks@Work Program Member Ship - thousands of discounts for just about everything! Food & Grocery, Fuel, Apparel Taxes, Travel, Electronics, Auto, Movie, and Entertainment (Theater, Theme Parks, Adventures) • Commission Program • Access to a full library of hundreds of online professional career training; from sales to software and nearly every-thing in between

Go Rentals is an EEO-compliant employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, nation-al origin, age, disability, genetic information, marital status, amnesty, or military status as a covered veteran in accordance with applicable federal, state and local laws.

Qualifications

• Must have a Valid Unrestricted Driver's License • Must have one to two years of driving experience and be insurable • Must be 21 years of age or older (Not Montana or Hawaii) • Experience in Sales and Customer Service, preferably as a travel agent. Hospitality or Aviation industry experience preferred • Excellent Written and Verbal Communication Skills. Ability to work a flexible schedule including weekends, evenings, and holidays as needed • Minimum of a high school diploma or GED equivalent. College degree preferred

*Must be able to speak and understand basic English sufficient to communicate effectively with management, team members, FBO and Hotel Partners, and leads, follow verbal and written instructions, and understand safety protocols.


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