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

RETAIL MERCHANDISER(2016-49594)

Newington, 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.

RETAIL MERCHANDISER(2016-48953)

Hamden, 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.

RETAIL MERCHANDISER(2016-40247)

Glastonbury, 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.

RETAIL MERCHANDISER(2016-40264)

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.

RETAIL MERCHANDISER(2016-49924)

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.

As a half a billion dollar IT company, Collabera's client-centric business model, commitment to ... S * 3 in the Top 100 Diversity Owned Businesses in New Jersey * 3 in the Top 100 Privately-held ...

CHEF MANAGER

New Haven, CT · On-site

$75K - $80K/yr

CulinArt's extremely diverse client portfolio affords great opportunities for career advancement ... Associates at CulinArt are offered many fantastic benefits. * Medical * Dental * Vision * Life ...

CHEF MANAGER

New Haven, CT · On-site

$75K - $80K/yr

CulinArt's extremely diverse client portfolio affords great opportunities for career advancement ... Associates at CulinArt are offered many fantastic benefits. * Medical * Dental * Vision * Life ...

CHEF MANAGER

New Haven, CT · On-site

$75K - $80K/yr

CulinArt's extremely diverse client portfolio affords great opportunities for career advancement ... Associates at CulinArt are offered many fantastic benefits. * Medical * Dental * Vision * Life ...

CHEF MANAGER

New Haven, CT · On-site

$75K - $80K/yr

CulinArt's extremely diverse client portfolio affords great opportunities for career advancement ... Associates at CulinArt are offered many fantastic benefits. * Medical * Dental * Vision * Life ...

Showing results 41-60

Private Client Associate information

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.

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

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

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 MERCHANDISER(2016-49594)

CROSSMARK1

Newington, CT • On-site

$13.75 - $17/hr

Part-time

Re-posted 28 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 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

Qualifications

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.

Must be available at least 3 days per week.....all work to be completed Monday-Thursday unless specified otherwise.

Hours not guaranteed - will vary based on clients needs

Must be available during business hours 7am to 6 pm. Occasional weekend work required. 

Must be willing to cover all locations within 30 miles of the primary work location listed on the req.

Will cover all classes of trade......grocery, big box, drug, c-stores.

Must have merchandising experience.....this means that they should know how to conduct distribution checks, build displays, cut in new items, make planogram revisions, distribute POS per client instructions, set up fixtures.

Must have experience with POGs/resets and available for reset work....team and solo. Cosmetic reset experience a plus!

Must have access to reliable transportation.

Must have internet access for daily reporting.

Knowledge of mobile devices (tablets, laptops) is preferred. 

Must be willing to travel up to 40+ miles for team resets.

Must be able to cover early morning (5:00 a.m.) and overnight seasonal resetsHours not guaranteed - will vary based on Client's needs.

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

Why is this position for you?

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

Primarily weekends (Shifts are approximately six hours in length and typically Thursday-Sunday.)

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

Company-provided training (Ideal for entry-level or those looking to obtain new skills.) 


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