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Private Client Associate Jobs in New Rochelle, NY

Kering

BOUCHERON Private Client Manager

New York, NY · On-site

$110K - $130K/yr

We are seeking an accomplished Private Client Manager, to lead the development, engagement, and ... Partner with Sales Associates and management to prepare successful client engagements, ensuring ...

Kering

BOUCHERON Private Client Manager

Manhattan, NY · On-site

$110K - $130K/yr

We are seeking an accomplished Private Client Manager, to lead the development, engagement, and ... Partner with Sales Associates and management to prepare successful client engagements, ensuring ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Neuberger Berman Group LLC

Client Associate

Manhattan, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Neuberger Berman

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Neuberger

Client Associate

Manhattan, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Nb

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

CapRock

Client Associate

Livingston, NJ · On-site

Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client ... and private investment vehicles and traditional and non-traditional asset classes. * Support ...

Rockefeller Financial

Client Associate

Manhattan, NY · On-site

$70K - $90K/yr

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

UBS

Client Associate

New York, NY · On-site

The team You will be working as part of a Financial Advisor team in the New York Private Wealth Management Office. As a Client Associate, you'll play an important role on the team. Your skills and ...

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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.

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

Private Client Services Associate Attorney (Midlevel) - D.C.

Direct Counsel

Manhattan, NY • On-site

$365K - $420K/yr

Other

Medical, Dental, Vision, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Private Client Services Associate Attorney - Midlevel

Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.

The Role
  • Advise individuals and families on sophisticated estate and tax planning.
  • Handle complex trust and estate administration, including trust modifications and decanting.
  • Advise on business interests, unique assets, transfer tax matters, and family office structures.
  • Assist with tax controversy matters before the IRS.
  • Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
  • 4–6 years of trust and estate planning/administration experience.
  • Strong transactional and estate planning background.
  • Excellent drafting, analytical, and communication skills.
  • Strong academic credentials.
  • LL.M. in Taxation preferred but not required.
Compensation & Benefits
  • $365,000–$420,000 annual salary, depending on experience.
  • Discretionary bonus
  • 401(k)
  • Medical, dental, and vision insurance
  • Paid holidays and leave
  • Family care benefits

Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York, NY | San Francisco, CA | Washington, D.C.

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