1

Private Client Associate Jobs in Kalamazoo, MI (NOW HIRING)

Client Concierge

Kalamazoo, MI · On-site

$14.50 - $18.75/hr

... private space to discuss their pet's condition. • Use empathy and de-escalation techniques to ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Client Concierge

Kalamazoo, MI

$14.50 - $18.75/hr

Monitor the lobby to identify clients who may be distressed, offering them a more private space to ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Client Success Specialist

Battle Creek, MI · On-site

$16.50 - $18.38/hr

Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ... A private, enclosed room with a door. * Hard‑wired internet connection (ethernet required) and ...

Corporate Attorney

Kalamazoo, MI · On-site

$150 - $210/hr

Within this suite of corporate services, our Securities practice advises public and private ... partners, associates, and staff While preferable, an existing book of business or client ...

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... Hours of Operations & Availability (Full time Associate) -This role is not expected to exceed 40 ...

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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What job categories do people searching Private Client Associate jobs in Kalamazoo, MI look for?

The top searched job categories for Private Client Associate jobs in Kalamazoo, MI are:

What cities near Kalamazoo, MI are hiring for Private Client Associate jobs?

Cities near Kalamazoo, MI with the most Private Client Associate job openings:

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

Client Concierge

VCA Animal Hospitals

Kalamazoo, MI • On-site

$14.50 - $18.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago


VCA Animal Hospitals rating

6.2

Company rating: 6.2 out of 10

Based on 660 frontline employees who took The Breakroom Quiz

27th of 52 rated veterinary


Job description

VCA Veterinary Specialty and Emergency Center of Kalamazoo is a 24/7/365 emergency, critical care and specialty practice, located in Portage, MI. We are seeking a Client Concierge to join our dynamic team full-time.
At VCA, we prioritize wellness and offer flexible scheduling to support your personal and professional well-being. As part of our dedicated team, you'll be encouraged to explore all the opportunities a career in veterinary medicine has to offer. We foster an inclusive, supportive work environment where you can focus on advancing your career, maintaining happiness, and delivering the best care to the patients we serve.
Client Concierge Duties:
• Collaborate directly with the CSR team to manage all client-related matters, including providing patient updates, addressing hospitality needs, resolving special requests, and facilitating client visits for hospitalized patients when appropriate.
• Greet clients upon arrival and confirm if they have registered for their visit
• Assist clients with the check-in process, including paperwork, explaining financial assistance options and providing an overview of the triage process.
• For "Stat" patients, thoroughly explain the Stat Form to clients, ensuring they understand the urgency and what permissions are being requested.
• Provide clients with clear, realistic expectations for their visit, from check-in to discharge.
• Serve as the 'hospital concierge,' addressing general client inquiries, such as parking, local restaurants, entertainment, shopping, and community events.
• Build rapport with clients to ensure a positive experience throughout their visit.
• Monitor the lobby to identify clients who may be distressed, offering them a more private space to discuss their pet's condition.
• Use empathy and de-escalation techniques to address and manage stressed or upset clients.
• Customize communication protocols as needed to meet the specific needs of both the client and the patient.
• Monitor electronic whiteboards to ensure clients are not overlooked in the exam rooms or lobby.
• Collaborate with all hospital departments to prevent or minimize delays in patient care and promptly inform clients of any changes.
• Facilitate smooth client visits by acting as a liaison between clients and patient care teams.
• Connect clients with appropriate team members to address questions or concerns.
• Reunite stable patients with their clients when appropriate.
• Monitor patient status in the lobby and exam rooms, and promptly alert the patient care team to any significant changes.
• Communicate with the ER Team Lead to ensure patient flow remains in line with staffing levels and patient care needs.
If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

What VCA Animal Hospitals employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom