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Private Client Associate Jobs in Miami, FL (NOW HIRING)

ECG Resources

Law Firm - Senior Associate

Miami, FL · On-site

$14.25 - $17.25/hr

Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere, and the opportunity ...

ECG Resources

Law Firm - Senior Associate

Miami, FL · On-site

$14.25 - $17.25/hr

Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere, and the opportunity ...

Saks

Client Relationship Lead

Coral Gables, FL · On-site

$19.16 - $23.95/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... associates to cultivate, develop, and strengthen relationships with clients of the Neiman Marcus ... Private Client Relations (PCR) programs and experiences • Assists and partners with Brand ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

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 ...

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Private Client Associate information

See Miami, FL salary details

$27K

$48.5K

$88.5K

How much do private client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for private client associate in Miami, FL is $48,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,537.00 and $61,486.00 per year, depending on experience, location, and employer.

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 are popular job titles related to Private Client Associate jobs in Miami, FL?

For Private Client Associate jobs in Miami, FL, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Miami, FL look for?

The top searched job categories for Private Client Associate jobs in Miami, FL are:

What cities near Miami, FL are hiring for Private Client Associate jobs?

Cities near Miami, FL with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Miami, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $48,528 per year, or $23.3 per hour.

Licensed Client Service Associate - B11 - Miami, FL

Citigroup, Inc.

Miami, FL • On-site

$64K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 2-5 years relevant experience
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
  • US: Licenses: Series 7/63 or 7/66 or willing to acquire

Education:
  • Bachelor's/University degree or equivalent experience

Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Full Time Salary Range:
$64,620.00 - $90,180.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Jan 28, 2025
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting

What Citibank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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