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

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

$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(2016-40927)

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.

CROSSMARK1

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.

CROSSMARK1

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.

Collabera

Technical Writer

North Haven, CT

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 ...

Compass Group

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 ...

Compass Group

CHEF MANAGER

New Haven, CT

$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 ...

CulinArt Sector

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 ...

Compass Group

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 ...

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Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Clinton, 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 Clinton, CT are hiring for Private Client Associate jobs? Cities near Clinton, CT with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Clinton, CT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Retail Merchandiser

CROSSMARK1

Groton, CT • On-site

$13.75 - $17/hr

Part-time

Re-posted 26 days ago

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

Job Description

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

Qualifications

Must have reliable transportation.

This will include the full spectrum of merchandising. Things like: product rotation, new product cut-ins, building displays and end caps, checking stockroom for additional product, resets, placing instant rebate coupons and packing out product.

-Daily access to a computer with internet connection. 


-Must be able to comply with the physical demands of this position which may include, bending, stooping, climbing a ladder, standing for long periods of time, and may be lifting products weighting between 25-50 lbs. 


***LOCAL ZIP 06340 CANDIDATES ONLY***

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.) 

Apply