ZipRecruiter

Log In

1

Private Client Associate Jobs in Chester, CT (NOW HIRING)

VCA Animal Hospitals

Relief Veterinarian

Cromwell, CT · On-site

We are seeking an experienced Associate Veterinarian to join our team. In this position you'll use ... loyal client base and heal pets. As a member of the VCA family, your passion for medicine and ...

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/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 Merchandiser

Groton, CT · On-site

$13.75 - $17/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 Merchandiser

Groton, CT · On-site

$13.75 - $17/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 Merchandiser

Groton, CT · On-site

$13.75 - $17/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 Merchandiser

Groton, CT · On-site

$13.75 - $17/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 MERCHANDISER(2016-40251)

Meriden, CT · On-site

$13.50 - $16.75/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 MERCHANDISER(2016-32198)

Wethersfield, CT · On-site

$13.75 - $17/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 MERCHANDISER(2016-40927)

Clinton, CT · On-site

$13.50 - $16.75/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.

previous pagenext page

Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Chester, CT

Private Client Associate information

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 cities near Chester, CT are hiring for Private Client Associate jobs?

Cities near Chester, CT with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Chester, CT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

RETAIL MERCHANDISING REPRESENTATIVE(2016-31529)

CROSSMARK1

East Hampton, CT • On-site

Part-time

Re-posted 6 days ago

CROSSMARK rating

5.1

Company rating: 5.1 out of 10

Based on 114 frontline employees who took The Breakroom Quiz

46th of 50 rated marketing agency

Job description

Company Description

CROSSMARK

NURTURING AND GROWING BRANDS FOR MORE THAN 100 YEARS

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 Employeer

Job Description


looking for someone to work retail, and has retail Merchandising experience ,Has experience reading and following a planogram or schematic cosmetic experience a plus, hours will vary with work load.


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 25 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


Additional Information

Avail of this opportunity to join the largest sales and marketing agency in North America- CROSSMARK, offering

  • Paid training (Ideal for entry-level candidates or those looking to obtain new skills)
  • Competitive salary
  • Health benefits
  • Weekly paychecks 
  • Excellent opportunity for growth/ advancement.


What CROSSMARK employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

CROSSMARK logo

About CROSSMARK

Sourced by ZipRecruiter

CROSSMARK had completed 55 mergers and acquisitions in its quest to become a national sales agency, managing brands, and performing sales functions for manufacturers and performing in-store merchandising services at retailers nationwide. The same year, we expanded our operations to Canada to broaden our impact in North America. And in 2013 we acquired Chicago-based agencies Marketing Werks and PromoWorks to deliver end-to-end shopper marketing and engagement—both in store and out. The fusion of talents and expertise among these agencies, with CROSSMARK at the core, has empowered us to deliver a leading, all-encompassing, and completely integrated Marketing Services arm to our organization. Company milestones and service expansions have only been possible because of the true beating heart of CROSSMARK: our people. Our dedicated and passionate employees work hard to provide clients with the best opportunities to drive sales, to see brands thrive, and to create lasting connections. We’re excited for what’s next in our ever-evolving company—and we hope you’ll join us for the journey ahead.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Plano , TX, US

View All CROSSMARK Jobs

Apply